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

AE 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 		$7.48M Buy
317,983
+91,234
+40% +$2.12M 0.03% 347
2026
Q1 		$5.21M Buy
226,749
+99,021
+78% +$2.3M 0.03% 410
2025
Q4 		$2.96M Buy
127,728
+55,280
+76% +$1.29M 0.02% 500
2025
Q3 		$1.67M Buy
72,448
+51,897
+253% +$1.16M 0.01% 618
2025
Q2 		$460K Buy
20,551
+4,141
+25% +$93.1K ﹤0.01% 951
2025
Q1 		$378K Buy
16,410
+2,627
+19% +$61.6K ﹤0.01% 1003
2024
Q4 		$325K Buy
13,783
+939
+7% +$22.4K ﹤0.01% 1066
2024
Q3 		$310K Buy
+12,844
New +$308K ﹤0.01% 1020
2024
Q1 		– Sell
-41,394
Closed -$986K – 1778
2023
Q4 		$986K Sell
41,394
-3,793
-8% -$86.6K 0.01% 1159
2023
Q3 		$1M Sell
45,187
-6,260
-12% -$145K 0.01% 1094
2023
Q2 		$1.21M Sell
51,447
-9,272
-15% -$219K 0.01% 1016
2023
Q1 		$1.44M Buy
60,719
+565
+0.9% +$13.3K 0.01% 912
2022
Q4 		$1.38M Sell
60,154
-78,788
-57% -$1.78M 0.01% 872
2022
Q3 		$3.07M Buy
138,942
+109,410
+370% +$2.57M 0.02% 566
2022
Q2 		$692K Sell
29,532
-3,015
-9% -$71.6K 0.01% 1041
2022
Q1 		$811K Buy
32,547
+3,922
+14% +$102K 0.01% 996
2021
Q4 		$776K Buy
28,625
+7,546
+36% +$203K 0.01% 1054
2021
Q3 		$566K Buy
21,079
+5,709
+37% +$156K ﹤0.01% 1128
2021
Q2 		$419K Buy
+15,370
New +$417K ﹤0.01% 1213

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

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

AE Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 40% in Q2 2026, buying an estimated $2.12M and bringing the position to 317,983 shares worth $7.48M. The position accounts for 0.03% of the portfolio, ranked #347.

AE Wealth Management first reported a position in PZA in Q2 2021 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • AE Wealth Management held 317,983 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.48M as of Q2 2026.
  • AE Wealth Management bought 91,234 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.12M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #347 holding.
  • AE Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.