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

Transamerica Financial 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	–	Sell	-22	Closed	-$517	–	2066
2025 Q4	$517	Sell	22 -1	-4%	-$23	﹤0.01%	1362
2025 Q3	$515	Hold	23	–	–	﹤0.01%	1289
2025 Q2	$500	Hold	23	–	–	﹤0.01%	437
2025 Q1	$1K	Hold	23	–	–	﹤0.01%	530
2024 Q4	$1K	Hold	23	–	–	﹤0.01%	524
2024 Q3	$1K	Sell	23 -451	-95%	-$10.8K	﹤0.01%	529
2024 Q2	$12K	Hold	474	–	–	﹤0.01%	308
2024 Q1	$12K	Sell	474 -130,484	-100%	-$3.12M	﹤0.01%	338
2023 Q4	$3.17M	Sell	130,958 -1,426	-1%	-$32.5K	0.44%	37
2023 Q3	$2.93M	Buy	132,384 +15,052	+13%	+$349K	0.4%	40
2023 Q2	$2.77M	Buy	117,332 +3,241	+3%	+$76.4K	0.36%	48
2023 Q1	$2.7M	Buy	114,091 +106	+0.1%	+$2.49K	0.36%	49
2022 Q4	$2.62M	Buy	113,985 +10,284	+10%	+$233K	0.37%	48
2022 Q3	$2.29M	Sell	103,701 -4,409	-4%	-$104K	0.34%	48
2022 Q2	$2.54M	Buy	108,110 +107,666	+24,249%	+$2.56M	0.36%	37
2022 Q1	$12K	Buy	444 +6	+1%	+$156	0.43%	40
2021 Q4	$12K	Buy	438 +3	+0.7%	+$81	0.32%	41
2021 Q3	$12K	Sell	435 -28	-6%	-$764	0.34%	40
2021 Q2	$13K	Buy	463 +17	+4%	+$461	0.32%	40
2021 Q1	$12K	Buy	446 +12	+3%	+$324	0.29%	41
2020 Q4	$12K	Buy	434 +11	+3%	+$294	0.25%	44
2020 Q3	$12K	Sell	423 -65,909	-99%	-$1.77M	0.22%	44
2020 Q2	$1.76M	Buy	66,332 +65,397	+6,994%	+$1.7M	0.39%	54
2020 Q1	$25K	Buy	935 +39	+4%	+$1.03K	0.45%	41
2019 Q4	$24K	Sell	896 -13	-1%	-$344	0.33%	40
2019 Q3	$25K	Sell	909 -66,368	-99%	-$1.76M	0.32%	39
2019 Q2	$1.76M	Buy	67,277 +66,413	+7,687%	+$1.72M	0.38%	63
2019 Q1	$23K	Sell	864 -66,553	-99%	-$1.68M	0.14%	44
2018 Q4	$1.69M	Buy	67,417 +1,321	+2%	+$32.6K	0.43%	60
2018 Q3	$1.64M	Buy	66,096 +78	+0.1%	+$1.96K	0.35%	73
2018 Q2	$1.66M	Buy	66,018 +1,538	+2%	+$38.6K	0.37%	67
2018 Q1	$1.62M	Sell	64,480 -6,985	-10%	-$177K	0.24%	113
2017 Q4	$1.84M	Sell	71,465 -27,014	-27%	-$693K	0.24%	117
2017 Q3	$2.52M	Sell	98,479 -15,261	-13%	-$391K	0.31%	96
2017 Q2	$2.89M	Buy	113,740 +423	+0.4%	+$10.7K	0.39%	77
2017 Q1	$2.84M	Sell	113,317 -4,629	-4%	-$116K	0.34%	86
2016 Q4	$2.94M	Sell	117,946 -18,244	-13%	-$460K	0.35%	85
2016 Q3	$3.55M	Sell	136,190 -8,220	-6%	-$216K	0.38%	75
2016 Q2	$3.83M	Sell	144,410 -30,368	-17%	-$792K	0.39%	73
2016 Q1	$4.5M	Sell	174,778 -17,161	-9%	-$440K	0.38%	65
2015 Q4	$4.89M	Sell	191,939 -23,003	-11%	-$581K	0.36%	55
2015 Q3	$5.38M	Buy	214,942 +13,788	+7%	+$345K	0.43%	39
2015 Q2	$4.97M	Buy	201,154 +15,689	+8%	+$393K	0.36%	50
2015 Q1	$4.74M	Sell	185,465 -3,697	-2%	-$94.5K	0.33%	44
2014 Q4	$4.81M	Buy	189,162 +4,844	+3%	+$122K	0.38%	36
2014 Q3	$4.63M	Buy	184,318 +6,256	+4%	+$156K	0.42%	38
2014 Q2	$4.39M	Buy	178,062 +2,400	+1%	+$58.7K	0.38%	41
2014 Q1	$4.24M	Buy	175,662 +4,796	+3%	+$114K	0.42%	37
2013 Q4	$3.92M	Sell	170,866 -139	-0.1%	-$3.21K	0.43%	39
2013 Q3	$3.94M	Buy	171,005 +7,227	+4%	+$166K	0.51%	36
2013 Q2	$3.92M	Buy	+163,778	New	+$4.12M	0.64%	34

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Transamerica Financial Advisors's PZA Position: Q1 2026 in Review

Transamerica Financial Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026, closing a stake of 22 shares — an estimated $517 sold.

Transamerica Financial Advisors first reported a position in PZA in Q2 2013 and held it in 51 quarters. The position peaked at $5.38M in Q3 2015. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Transamerica Financial Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Transamerica Financial Advisors sold 22 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $517.
Transamerica Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and held it in 51 quarters.
Transamerica Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.38M in Q3 2015.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.