WAG
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Wiser Advisor Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wiser Advisor 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
2026
Q1 		$383K Hold
16,685
– – 0.46% 43
2025
Q4 		$387K Sell
16,685
-2,787
-14% -$64.8K 0.44% 45
2025
Q3 		$450K Buy
+19,472
New +$436K 0.56% 40
2025
Q2 		– Sell
-19,472
Closed -$449K – 201
2025
Q1 		$449K Sell
19,472
-1,312
-6% -$30.8K 0.66% 33
2024
Q4 		$491K Sell
20,784
-691
-3% -$16.5K 0.71% 31
2024
Q3 		$519K Sell
21,475
-455
-2% -$10.9K 0.77% 31
2024
Q2 		$519K Hold
21,930
– – 0.82% 29
2024
Q1 		$523K Hold
21,930
– – 0.82% 29
2023
Q4 		$530K Buy
+21,930
New +$500K 0.88% 27

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return