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

Waverly 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 		$1.97M Buy
85,797
+5,215
+6% +$121K 0.01% 648
2025
Q4 		$1.87M Buy
80,582
+20,794
+35% +$484K 0.02% 612
2025
Q3 		$1.38M Sell
59,788
-5,111
-8% -$115K 0.01% 570
2025
Q2 		$1.45M Sell
64,899
-2,360
-4% -$53.1K 0.02% 551
2025
Q1 		$1.55M Buy
67,259
+1,096
+2% +$25.7K 0.02% 529
2024
Q4 		$1.56M Sell
66,163
-5,200
-7% -$124K 0.02% 435
2024
Q3 		$1.72M Sell
71,363
-1,880
-3% -$45K 0.03% 358
2024
Q2 		$1.73M Buy
73,243
+7,672
+12% +$181K 0.03% 342
2024
Q1 		$1.56M Buy
+65,571
New +$1.57M 0.04% 298

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