WhitTier Trust Company’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

WhitTier Trust Company’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 Q1	–	Sell	-1,115	Closed	-$26.3K	–	1451
2024 Q4	$26.3K	Hold	1,115	–	–	﹤0.01%	881
2024 Q3	$26.9K	Hold	1,115	–	–	﹤0.01%	881
2024 Q2	$26.4K	Hold	1,115	–	–	﹤0.01%	842
2024 Q1	$26.6K	Hold	1,115	–	–	﹤0.01%	804
2023 Q4	$27K	Sell	1,115 -432	-28%	-$9.86K	﹤0.01%	783
2023 Q3	$34.3K	Hold	1,547	–	–	﹤0.01%	709
2023 Q2	$36.5K	Hold	1,547	–	–	﹤0.01%	738
2023 Q1	$36.6K	Sell	1,547 -2,810	-64%	-$66.1K	﹤0.01%	723
2022 Q4	$99.9K	Hold	4,357	–	–	﹤0.01%	563
2022 Q3	$96K	Hold	4,357	–	–	﹤0.01%	564
2022 Q2	$102K	Sell	4,357 -683	-14%	-$16.2K	﹤0.01%	554
2022 Q1	$126K	Buy	5,040 +2,810	+126%	+$73.1K	﹤0.01%	532
2021 Q4	$60K	Buy	2,230 +1,115	+100%	+$30.1K	﹤0.01%	647
2021 Q3	$30K	Buy	+1,115	New	+$30.4K	﹤0.01%	762

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

WhitTier Trust Company's PZA Position: Q1 2025 in Review

WhitTier Trust Company sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2025, closing a stake of 1,115 shares — an estimated $26.3K sold.

WhitTier Trust Company first reported a position in PZA in Q3 2021 and held it in 14 quarters. The position peaked at $126K in Q1 2022. 213 funds tracked by Wall St. Rank hold PZA as of Q1 2025.

WhitTier Trust Company reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
WhitTier Trust Company sold 1,115 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $26.3K.
WhitTier Trust Company first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and held it in 14 quarters.
WhitTier Trust Company's Invesco National AMT-Free Municipal Bond ETF position peaked at $126K in Q1 2022.
213 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2025.

Based on WhitTier Trust Company's 13F filing for Q1 2025, filed 2 May 2025.