Superior Planning, LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Superior Planning, LLC’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	$11.1K	Buy	+517	New	+$11.7K	﹤0.01%	897

Other funds holding PZA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return

Superior Planning, LLC's PZA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 517 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

246 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Superior Planning, LLC held 517 shares of Invesco National AMT-Free Municipal Bond ETF worth $11.1K as of Q3 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Superior Planning, LLC position in Q3 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #897 holding.
246 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.