TCWM
PZA icon

Total Clarity Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Total Clarity Wealth 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
2025
Q4 		– Sell
-11,638
Closed -$269K – 322
2025
Q3 		$269K Buy
11,638
+1,144
+11% +$25.6K 0.07% 234
2025
Q2 		$235K Buy
+10,494
New +$236K 0.07% 247
2022
Q3 		– Sell
-400
Closed -$9K – 801
2022
Q2 		$9K Buy
+400
New +$9.5K ﹤0.01% 701
2022
Q1 		– Sell
-400
Closed -$11K – 738
2021
Q4 		$11K Hold
400
– – 0.01% 677
2021
Q3 		$11K Buy
+400
New +$10.9K 0.01% 662
2021
Q2 		– Sell
-400
Closed -$11K – 610
2021
Q1 		$11K Buy
+400
New +$10.8K 0.01% 551
2020
Q1 		– Sell
-650
Closed -$17K – 488
2019
Q4 		$17K Buy
+650
New +$17.2K 0.01% 423

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 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 $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return