Alaska Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Alaska Wealth Advisors’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	$288K	Hold	12,243	–	–	0.03%	71
2026 Q1	$281K	Buy	+12,243	New	+$285K	0.03%	72
2025 Q3	–	Sell	-9,740	Closed	-$218K	–	86
2025 Q2	$218K	Hold	9,740	–	–	0.03%	71
2025 Q1	$224K	Buy	9,740 +166	+2%	+$3.9K	0.04%	58
2024 Q4	$226K	Hold	9,574	–	–	0.04%	61
2024 Q3	$231K	Buy	9,574 +31	+0.3%	+$743	0.03%	62
2024 Q2	$226K	Sell	9,543 -1,060	-10%	-$25K	0.04%	62
2024 Q1	$253K	Buy	10,603 +1,316	+14%	+$31.5K	0.04%	58
2023 Q4	$225K	Hold	9,287	–	–	0.04%	60
2023 Q3	$206K	Sell	9,287 -158	-2%	-$3.66K	0.03%	57
2023 Q2	$223K	Hold	9,445	–	–	0.04%	58
2023 Q1	$224K	Sell	9,445 -195	-2%	-$4.59K	0.04%	55
2022 Q4	$221K	Sell	9,640 -950	-9%	-$21.5K	0.04%	58
2022 Q3	$234K	Sell	10,590 -346	-3%	-$8.12K	0.05%	53
2022 Q2	$256K	Hold	10,936	–	–	0.05%	49
2022 Q1	$273K	Buy	+10,936	New	+$284K	0.05%	45
2020 Q1	–	Sell	-11,747	Closed	-$311K	–	67
2019 Q4	$311K	Buy	+11,747	New	+$311K	0.05%	55
2019 Q3	–	Sell	-14,125	Closed	-$362K	–	50
2019 Q2	$362K	Hold	14,125	–	–	0.04%	53
2019 Q1	$362K	Sell	14,125 -3,713	-21%	-$93.5K	0.04%	53
2018 Q4	$446K	Buy	+17,838	New	+$440K	0.14%	38

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

Alaska Wealth Advisors's PZA Position: Q2 2026 in Review

Alaska Wealth Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 12,243 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #71.

Alaska Wealth Advisors first reported a position in PZA in Q4 2018 and has held it in 20 quarters since. The position peaked at $446K in Q4 2018. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Alaska Wealth Advisors held 12,243 shares of Invesco National AMT-Free Municipal Bond ETF worth $288K as of Q2 2026.
Alaska Wealth Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Alaska Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Alaska Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 20 quarters since.
Alaska Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $446K in Q4 2018.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.