Vontobel Holding
PZA icon

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

Vontobel Holding’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 		$204K Buy
8,889
+46
+0.5% +$1.07K ﹤0.01% 1108
2025
Q4 		$205K Hold
8,843
– – ﹤0.01% 1300
2025
Q3 		$204K Sell
8,843
-207
-2% -$4.64K ﹤0.01% 1224
2025
Q2 		$203K Buy
9,050
+239
+3% +$5.38K ﹤0.01% 1170
2025
Q1 		$203K Sell
8,811
-163
-2% -$3.83K ﹤0.01% 1013
2024
Q4 		$212K Buy
+8,974
New +$214K ﹤0.01% 1000
2023
Q3 		– Sell
-8,551
Closed -$202K – 1116
2023
Q2 		$202K Sell
8,551
-575
-6% -$13.6K ﹤0.01% 1009
2023
Q1 		$216K Sell
9,126
-29
-0.3% -$682 ﹤0.01% 967
2022
Q4 		$210K Buy
+9,155
New +$207K ﹤0.01% 983
2022
Q3 		– Sell
-8,680
Closed -$203K – 1091
2022
Q2 		$203K Hold
8,680
– – ﹤0.01% 939
2022
Q1 		$216K Buy
+8,680
New +$226K ﹤0.01% 989
2021
Q4 		– Sell
-8,766
Closed -$235K – 1182
2021
Q3 		$235K Buy
+8,766
New +$239K ﹤0.01% 1000

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return