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Running Point Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Running Point Capital Advisors’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
2025
Q4 		$645K Sell
27,793
-8,183
-23% -$190K 0.18% 77
2025
Q3 		$831K Buy
35,976
+855
+2% +$19.2K 0.22% 62
2025
Q2 		$786K Sell
35,121
-141
-0.4% -$3.17K 0.22% 61
2025
Q1 		$812K Buy
35,262
+3,947
+13% +$92.6K 0.26% 57
2024
Q4 		$739K Hold
31,315
– – 0.25% 52
2024
Q3 		$756K Buy
31,315
+2,661
+9% +$63.7K 0.29% 50
2024
Q2 		$679K Buy
28,654
+3,397
+13% +$80.3K 0.28% 52
2024
Q1 		$602K Hold
25,257
– – 0.27% 53
2023
Q4 		$611K Buy
25,257
+1,156
+5% +$26.4K 0.3% 53
2023
Q3 		$534K Buy
24,101
+1,325
+6% +$30.7K 0.31% 52
2023
Q2 		$538K Buy
22,776
+3,744
+20% +$88.3K 0.3% 52
2023
Q1 		$451K Buy
19,032
+3,749
+25% +$88.2K 0.27% 58
2022
Q4 		$351K Sell
15,283
-15,493
-50% -$351K 0.22% 66
2022
Q3 		$680K Buy
30,776
+2,865
+10% +$67.3K 0.45% 40
2022
Q2 		$654K Buy
27,911
+13,459
+93% +$320K 0.42% 38
2022
Q1 		$360K Buy
14,452
+7,310
+102% +$190K 0.21% 58
2021
Q4 		$194K Sell
7,142
-7,997
-53% -$216K 0.12% 76
2021
Q3 		$407K Buy
15,139
+3,870
+34% +$106K 0.18% 70
2021
Q2 		$307K Buy
11,269
+1,505
+15% +$40.8K 0.14% 75
2021
Q1 		$261K Buy
9,764
+626
+7% +$16.9K 0.14% 70
2020
Q4 		$248K Buy
+9,138
New +$245K 0.15% 67

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Running Point Capital Advisors's PZA Position: Q4 2025 in Review

Running Point Capital Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 23% in Q4 2025, selling an estimated $190K and leaving 27,793 shares worth $645K. The position accounts for 0.18% of the portfolio, ranked #77.

Running Point Capital Advisors first reported a position in PZA in Q4 2020 and has held it in 21 quarters since. The position peaked at $831K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • Running Point Capital Advisors held 27,793 shares of Invesco National AMT-Free Municipal Bond ETF worth $645K as of Q4 2025.
  • Running Point Capital Advisors sold 8,183 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $190K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.18% of Running Point Capital Advisors's portfolio in Q4 2025, its #77 holding.
  • Running Point Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $831K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.