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Towerpoint Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Towerpoint Wealth’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 		– Sell
-9,964
Closed -$223K – 93
2025
Q2 		$223K Sell
9,964
-130
-1% -$2.92K 0.1% 85
2025
Q1 		$233K Buy
10,094
+902
+10% +$21.2K 0.12% 75
2024
Q4 		$217K Buy
+9,192
New +$220K 0.11% 79

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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

Towerpoint Wealth's PZA Position: Q3 2025 in Review

Towerpoint Wealth sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 9,964 shares — an estimated $223K sold.

Towerpoint Wealth first reported a position in PZA in Q4 2024 and held it in 3 quarters. The position peaked at $233K in Q1 2025. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Towerpoint Wealth reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Towerpoint Wealth sold 9,964 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $223K.
  • Towerpoint Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Towerpoint Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $233K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Towerpoint Wealth's 13F filing for Q3 2025, filed 8 Oct 2025.