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VRM
Vectors Research Management’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
Vectors Research 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
2026
Q1
$414K
Sell
18,015
-11
-0.1%
-$256
0.12%
108
2025
Q4
$418K
Hold
18,026
–
–
0.13%
99
2025
Q3
$416K
Sell
18,026
-3,169
-15%
-$71K
0.13%
102
2025
Q2
$475K
Buy
21,195
+182
+0.9%
+$4.09K
0.16%
91
2025
Q1
$484K
Buy
21,013
+9
+0%
+$211
0.17%
88
2024
Q4
$496K
Buy
21,004
+3,169
+18%
+$75.7K
0.17%
90
2024
Q3
$432K
Sell
17,835
-13
-0.1%
-$311
0.13%
97
2024
Q2
$423K
Sell
17,848
-100
-0.6%
-$2.36K
0.13%
101
2024
Q1
$428K
Buy
+17,948
New
+$430K
0.12%
106
2022
Q3
–
Sell
-1,253
Closed
-$29K
–
399
2022
Q2
$29K
Buy
1,253
+27
+2%
+$641
0.01%
263
2022
Q1
$31K
Buy
1,226
+20
+2%
+$520
0.01%
261
2021
Q4
$33K
Buy
1,206
+13
+1%
+$350
0.01%
294
2021
Q3
$32K
Buy
1,193
+35
+3%
+$954
0.01%
269
2021
Q2
$32K
Buy
1,158
+714
+161%
+$19.4K
0.01%
272
2021
Q1
$12K
Buy
444
+28
+7%
+$755
﹤0.01%
325
2020
Q4
$11K
Buy
+416
New
+$11.1K
﹤0.01%
321
Other funds holding PZA
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$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis, Minnesota
$6.83B AUM
12.51%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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