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Ascent Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ascent Group’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 		$9.59M Buy
407,832
+23,954
+6% +$558K 0.29% 83
2026
Q1 		$8.82M Buy
383,878
+294,518
+330% +$6.86M 0.31% 72
2025
Q4 		$2.07M Buy
89,360
+57,579
+181% +$1.34M 0.07% 237
2025
Q3 		$734K Buy
+31,781
New +$712K 0.03% 414

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

Ascent Group's PZA Position: Q2 2026 in Review

Ascent Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.2% in Q2 2026, buying an estimated $558K and bringing the position to 407,832 shares worth $9.59M. The position accounts for 0.29% of the portfolio, ranked #83.

Ascent Group first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ascent Group held 407,832 shares of Invesco National AMT-Free Municipal Bond ETF worth $9.59M as of Q2 2026.
  • Ascent Group bought 23,954 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $558K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.29% of Ascent Group's portfolio in Q2 2026, its #83 holding.
  • Ascent Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.