Wellington Management Group
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Wellington Management Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wellington Management Group’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
-5,075,800
Closed -$117M – 2036
2025
Q3 		$117M Buy
+5,075,800
New +$114M 0.02% 523

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wellington Management Group's PZA Position: Q4 2025 in Review

Wellington Management Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, closing a stake of 5,075,800 shares — an estimated $117M sold.

Wellington Management Group first reported a position in PZA in Q3 2025 and held it in 1 quarter. The position peaked at $117M in Q3 2025. 268 funds tracked by Wall St. Rank hold PZA as of Q4 2025.

  • Wellington Management Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 5,075,800 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $117M.
  • Wellington Management Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and held it in 1 quarter.
  • Wellington Management Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $117M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.