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 Q3	$4.32M	Buy	202,042 +10,448	+5%	+$237K	0.23%	58
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

1900 Wealth Management's PZA Position: Q3 2026 in Review

1900 Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 5.5% in Q3 2026, buying an estimated $237K and bringing the position to 202,042 shares worth $4.32M. The position accounts for 0.23% of the portfolio, ranked #58.

1900 Wealth Management first reported a position in PZA in Q4 2020 and has held it in 24 quarters since. The position peaked at $20.3M in Q1 2024. 103 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

1900 Wealth Management held 202,042 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.32M as of Q3 2026.
1900 Wealth Management bought 10,448 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $237K.
Invesco National AMT-Free Municipal Bond ETF made up 0.23% of 1900 Wealth Management's portfolio in Q3 2026, its #58 holding.
1900 Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 24 quarters since.
1900 Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $20.3M in Q1 2024.
103 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.