Synovus Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Synovus Financial’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 Q3	$253K	Buy	+10,966	New	+$246K	﹤0.01%	848
2025 Q1	–	Sell	-13,207	Closed	-$312K	–	930
2024 Q4	$312K	Buy	+13,207	New	+$316K	﹤0.01%	749
2023 Q4	–	Sell	-21,400	Closed	-$474K	–	867
2023 Q3	$474K	Hold	21,400	–	–	0.01%	628
2023 Q2	$505K	Hold	21,400	–	–	0.01%	610
2023 Q1	$507K	Hold	21,400	–	–	0.01%	605
2022 Q4	$491K	Sell	21,400 -24,050	-53%	-$545K	0.01%	616
2022 Q3	$1M	Sell	45,450 -1,375	-3%	-$32.3K	0.01%	437
2022 Q2	$1.1M	Hold	46,825	–	–	0.01%	415
2022 Q1	$1.17M	Sell	46,825 -48	-0.1%	-$1.25K	0.01%	417
2021 Q4	$1.27M	Sell	46,873 -333	-0.7%	-$8.98K	0.01%	403
2021 Q3	$1.27M	Sell	47,206 -3,582	-7%	-$97.7K	0.01%	387
2021 Q2	$1.38M	Buy	50,788 +1,288	+3%	+$34.9K	0.01%	358
2021 Q1	$1.32M	Sell	49,500 -550	-1%	-$14.8K	0.01%	326
2020 Q4	$1.36M	Sell	50,050 -550	-1%	-$14.7K	0.02%	328
2020 Q3	$1.35M	Sell	50,600 -2,000	-4%	-$53.7K	0.02%	307
2020 Q2	$1.4M	Sell	52,600 -50,600	-49%	-$1.32M	0.02%	286
2020 Q1	$2.66M	Buy	103,200 +50,600	+96%	+$1.34M	0.04%	225
2019 Q4	$1.39M	Sell	52,600 -4,000	-7%	-$106K	0.02%	294
2019 Q3	$1.5M	Buy	56,600 +500	+0.9%	+$13.2K	0.02%	271
2019 Q2	$1.47M	Buy	56,100 +1,000	+2%	+$25.9K	0.02%	277
2019 Q1	$1.41M	Hold	55,100	–	–	0.02%	273
2018 Q4	$1.38M	Sell	55,100 -10,800	-16%	-$266K	0.02%	257
2018 Q3	$1.63M	Buy	65,900 +5,500	+9%	+$138K	0.03%	247
2018 Q2	$1.52M	Sell	60,400 -8,390	-12%	-$211K	0.03%	257
2018 Q1	$1.73M	Buy	68,790 +1,130	+2%	+$28.6K	0.03%	235
2017 Q4	$1.75M	Buy	67,660 +10,660	+19%	+$273K	0.03%	225
2017 Q3	$1.46M	Sell	57,000 -4,500	-7%	-$115K	0.03%	234
2017 Q2	$1.56M	Sell	61,500 -1,000	-2%	-$25.3K	0.03%	220
2017 Q1	$1.56M	Buy	62,500 +22,500	+56%	+$563K	0.03%	205
2016 Q4	$996K	Buy	40,000 +9,600	+32%	+$242K	0.02%	252
2016 Q3	$792K	Buy	30,400 +3,400	+13%	+$89.3K	0.02%	282
2016 Q2	$717K	Sell	27,000 -15,809	-37%	-$412K	0.02%	297
2016 Q1	$1.1M	Buy	42,809 +509	+1%	+$13K	0.03%	245
2015 Q4	$1.08M	Buy	42,300 +1,500	+4%	+$37.9K	0.03%	247
2015 Q3	$1.02M	Buy	40,800 +2,200	+6%	+$55K	0.03%	272
2015 Q2	$954K	Buy	38,600 +7,000	+22%	+$175K	0.02%	283
2015 Q1	$807K	Buy	31,600 +5,000	+19%	+$128K	0.02%	307
2014 Q4	$676K	Buy	26,600 +8,000	+43%	+$202K	0.02%	322
2014 Q3	$467K	Buy	18,600 +1,000	+6%	+$24.9K	0.01%	350
2014 Q2	$434K	Buy	17,600 +1,300	+8%	+$31.8K	0.01%	337
2014 Q1	$393K	Buy	16,300 +1,300	+9%	+$30.8K	0.01%	336
2013 Q4	$344K	Buy	15,000 +1,300	+9%	+$30K	0.01%	330
2013 Q3	$316K	Buy	13,700 +3,900	+40%	+$89.7K	0.01%	336
2013 Q2	$234K	Buy	+9,800	New	+$247K	0.01%	360

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Synovus Financial's PZA Position: Q3 2025 in Review

Synovus Financial opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025: 10,966 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Synovus Financial previously reported a position in PZA as recently as Q4 2024.

Synovus Financial first reported a position in PZA in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.66M in Q1 2020. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

Synovus Financial held 10,966 shares of Invesco National AMT-Free Municipal Bond ETF worth $253K as of Q3 2025.
Invesco National AMT-Free Municipal Bond ETF was a new Synovus Financial position in Q3 2025.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Synovus Financial's portfolio in Q3 2025, its #848 holding.
Synovus Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 44 quarters since.
Synovus Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.66M in Q1 2020.
249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.