Simplex Trading’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Simplex Trading’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	–	Sell	-4,435	Closed	-$102K	–	9787
2025 Q3	$102K	Buy	+4,435	New	+$99.4K	﹤0.01%	5728
2022 Q4	–	Sell	-1,578	Closed	-$34K	–	10178
2022 Q3	$34K	Buy	1,578 +266	+20%	+$6.25K	﹤0.01%	6933
2022 Q2	$30K	Buy	+1,312	New	+$31.2K	﹤0.01%	7161

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Simplex Trading's PZA Position: Q4 2025 in Review

Simplex Trading sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 4,435 shares — an estimated $102K sold.

Simplex Trading first reported a position in PZA in Q2 2022 and held it in 3 quarters. The position peaked at $102K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

Simplex Trading reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Simplex Trading sold 4,435 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $102K.
Simplex Trading first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and held it in 3 quarters.
Simplex Trading's Invesco National AMT-Free Municipal Bond ETF position peaked at $102K in Q3 2025.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.