Wealthspire Advisors (New York)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-3,547	Closed	-$81.9K	–	2425
2025 Q3	$81.9K	Buy	+3,547	New	+$79.5K	﹤0.01%	1072

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWA

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

RBA

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s PZA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 3,547 shares — an estimated $81.9K sold.

Wealthspire Advisors (New York) first reported a position in PZA in Q3 2025 and held it in 1 quarter. The position peaked at $81.9K in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,547 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $81.9K.
Wealthspire Advisors (New York) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $81.9K in Q3 2025.
268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.