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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
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 		$4.76K 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 $1.37T 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

1900 Wealth Management's PZA Position: Q1 2026 in Review

1900 Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.6% in Q1 2026, buying an estimated $292K and bringing the position to 202,688 shares worth $4.66M. The position accounts for 0.3% of the portfolio, ranked #51.

1900 Wealth Management first reported a position in PZA in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.3M in Q1 2024. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • 1900 Wealth Management held 202,688 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.66M as of Q1 2026.
  • 1900 Wealth Management bought 12,551 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $292K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.3% of 1900 Wealth Management's portfolio in Q1 2026, its #51 holding.
  • 1900 Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $20.3M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.