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1900 Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

1900 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
2026
Q2 		$4.51M Sell
191,594
-11,094
-5% -$258K 0.25% 57
2026
Q1 		$4.66M Buy
202,688
+12,551
+7% +$292K 0.3% 51
2025
Q4 		$4.41M Buy
190,137
+3,721
+2% +$86.6K 0.28% 52
2025
Q3 		$4.3M Buy
186,416
+150,754
+423% +$3.38M 0.29% 50
2025
Q2 		$798K Sell
35,662
-256,577
-88% -$5.77M 0.06% 107
2025
Q1 		$6.73M Sell
292,239
-330,113
-53% -$7.75M 0.56% 30
2024
Q4 		$14.7M Sell
622,352
-118,657
-16% -$2.84M 1.23% 14
2024
Q3 		$17.9M Sell
741,009
-10,096
-1% -$242K 1.53% 12
2024
Q2 		$17.8M Sell
751,105
-101,056
-12% -$2.39M 1.66% 12
2024
Q1 		$20.3M Buy
852,161
+60,545
+8% +$1.45M 1.85% 12
2023
Q4 		$19.1M Buy
791,616
+657,068
+488% +$15M 1.76% 13
2023
Q3 		$2.98M Sell
134,548
-152,419
-53% -$3.53M 0.3% 71
2023
Q2 		$6.77M Sell
286,967
-162,193
-36% -$3.83M 0.7% 39
2023
Q1 		$10.5M Sell
449,160
-17,418
-4% -$410K 1.12% 22
2022
Q4 		$10.7M Sell
466,578
-235,735
-34% -$5.34M 1.16% 22
2022
Q3 		$15.5M Sell
702,313
-66,921
-9% -$1.57M 1.81% 16
2022
Q2 		$18M Buy
769,234
+22,868
+3% +$543K 1.97% 14
2022
Q1 		$18.6M Buy
746,366
+242,344
+48% +$6.3M 1.77% 16
2021
Q4 		$13.7M Buy
504,022
+336,203
+200% +$9.06M 1.24% 20
2021
Q3 		$4.51M Buy
167,819
+5,731
+4% +$156K 0.44% 53
2021
Q2 		$4.42M Sell
162,088
-15,701
-9% -$426K 0.42% 52
2021
Q1 		$4.76M Sell
177,789
-27,794
-14% -$749K 0.36% 43
2020
Q4 		$5.57M Buy
+205,583
New +$5.5M 0.65% 35

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

1900 Wealth Management's PZA Position: Q2 2026 in Review

1900 Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 5.5% in Q2 2026, selling an estimated $258K and leaving 191,594 shares worth $4.51M. The position accounts for 0.25% of the portfolio, ranked #57.

1900 Wealth Management first reported a position in PZA in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.3M in Q1 2024. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • 1900 Wealth Management held 191,594 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.51M as of Q2 2026.
  • 1900 Wealth Management sold 11,094 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $258K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.25% of 1900 Wealth Management's portfolio in Q2 2026, its #57 holding.
  • 1900 Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $20.3M in Q1 2024.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.