Action Point Financial Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Action Point Financial Planning’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	$14.2K	Buy	+602	New	+$14K	﹤0.01%	1297

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Action Point Financial Planning's PZA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 602 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Action Point Financial Planning held 602 shares of Invesco National AMT-Free Municipal Bond ETF worth $14.2K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1297 holding.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.