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Sanctuary Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sanctuary 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
2026
Q1 		$16.8M Buy
733,015
+226,011
+45% +$5.26M 0.09% 225
2025
Q4 		$11.8M Buy
507,004
+64,354
+15% +$1.5M 0.06% 304
2025
Q3 		$10.2M Buy
442,650
+310,228
+234% +$6.95M 0.06% 323
2025
Q2 		$2.96M Buy
132,422
+110,576
+506% +$2.49M 0.02% 687
2025
Q1 		$503K Sell
21,846
-7,091
-25% -$166K ﹤0.01% 1513
2024
Q4 		$681K Sell
28,937
-1,418
-5% -$33.9K ﹤0.01% 1493
2024
Q3 		$725K Buy
30,355
+1,095
+4% +$26.2K ﹤0.01% 1461
2024
Q2 		$685K Buy
+29,260
New +$691K 0.01% 1419

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 $564B 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 $431B 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 $6.83B AUM 12.51% 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 $376B 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 $1.47T AUM 27.86% 1-Year Est. Return