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Robinson Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Robinson Capital Management’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.01M Buy
+344,351
New +$8.02M 3.35% 8
2025
Q4 		– Sell
-550,000
Closed -$12.7M – 124
2025
Q3 		$12.7M Buy
+550,000
New +$12.3M 6.74% 1

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Robinson Capital Management's PZA Position: Q3 2022 in Review

Robinson Capital Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Robinson Capital Management first reported a position in PZA in Q4 2017 and held it in 9 quarters. The position peaked at $8.59M in Q1 2021. 181 funds tracked by Wall St. Rank hold PZA as of Q3 2022.

  • Robinson Capital Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Robinson Capital Management sold 200 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $5K.
  • Robinson Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and held it in 9 quarters.
  • Robinson Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $8.59M in Q1 2021.
  • 181 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Robinson Capital Management's 13F filing for Q3 2022, filed 8 Nov 2022.