Werba Rubin Papier Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Werba Rubin Papier Wealth Management’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 Q2	–	Sell	-9,770	Closed	-$225K	–	234
2025 Q1	$225K	Hold	9,770	–	–	0.05%	166
2024 Q4	$231K	Sell	9,770 -3,105	-24%	-$74.2K	0.05%	158
2024 Q3	$311K	Buy	12,875 +25	+0.2%	+$599	0.07%	126
2024 Q2	$304K	Sell	12,850 -424	-3%	-$10K	0.08%	120
2024 Q1	$316K	Buy	+13,274	New	+$318K	0.09%	104

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Werba Rubin Papier Wealth Management's PZA Position: Q2 2025 in Review

Werba Rubin Papier Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025, closing a stake of 9,770 shares — an estimated $225K sold.

Werba Rubin Papier Wealth Management first reported a position in PZA in Q1 2024 and held it in 5 quarters. The position peaked at $316K in Q1 2024. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

Werba Rubin Papier Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Werba Rubin Papier Wealth Management sold 9,770 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $225K.
Werba Rubin Papier Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and held it in 5 quarters.
Werba Rubin Papier Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $316K in Q1 2024.
223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.