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Wealth Enhancement Advisory Services’s
Invesco National AMT-Free Municipal Bond ETF
PZA
Stock Holding History
Wealth Enhancement Advisory Services’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
$4.31M
Sell
186,479
-34,215
-16%
-$796K
0.01%
963
2025
Q4
$5.14M
Sell
220,694
-25,421
-10%
-$591K
0.01%
1009
2025
Q3
$5.7M
Buy
246,115
+9,341
+4%
+$209K
0.01%
887
2025
Q2
$5.3M
Buy
236,774
+74,464
+46%
+$1.67M
0.01%
871
2025
Q1
$3.74M
Buy
162,310
+4,570
+3%
+$107K
0.01%
936
2024
Q4
$3.72M
Sell
157,740
-21,387
-12%
-$511K
0.01%
909
2024
Q3
$4.33M
Buy
179,127
+321
+0.2%
+$7.69K
0.01%
772
2024
Q2
$4.23M
Sell
178,806
-10,710
-6%
-$253K
0.01%
732
2024
Q1
$4.52M
Buy
189,516
+1
+0%
+$24
0.01%
693
2023
Q4
$4.58M
Buy
189,515
+20,644
+12%
+$471K
0.01%
630
2023
Q3
$3.74M
Sell
168,871
-81,718
-33%
-$1.89M
0.01%
654
2023
Q2
$5.91M
Sell
250,589
-150,193
-37%
-$3.54M
0.06%
115
2023
Q1
$9.49M
Buy
400,782
+123,423
+44%
+$2.9M
0.11%
94
2022
Q4
$6.62M
Sell
277,359
-41,763
-13%
-$946K
0.09%
107
2022
Q3
$7.19M
Buy
319,122
+214,972
+206%
+$5.05M
0.1%
101
2022
Q2
$2.47M
Buy
104,150
+37,606
+57%
+$893K
0.03%
190
2022
Q1
$1.66M
Buy
+66,544
New
+$1.73M
0.02%
198
Other funds holding PZA
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
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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