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Westbourne Investments’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Westbourne Investments’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
Q3 		– Sell
-16,682
Closed -$374K – 153
2025
Q2 		$374K Hold
16,682
– – 0.2% 93
2025
Q1 		$384K Sell
16,682
-433
-3% -$10.2K 0.23% 89
2024
Q4 		$394K Buy
+17,115
New +$409K 0.23% 86

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Westbourne Investments's PZA Position: Q3 2025 in Review

Westbourne Investments sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2025, closing a stake of 16,682 shares — an estimated $374K sold.

Westbourne Investments first reported a position in PZA in Q4 2024 and held it in 3 quarters. The position peaked at $394K in Q4 2024. 249 funds tracked by Wall St. Rank hold PZA as of Q3 2025.

  • Westbourne Investments reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Westbourne Investments sold 16,682 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $374K.
  • Westbourne Investments first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 3 quarters.
  • Westbourne Investments's Invesco National AMT-Free Municipal Bond ETF position peaked at $394K in Q4 2024.
  • 249 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Westbourne Investments's 13F filing for Q3 2025, filed 6 Nov 2025.