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Ashton Thomas Private Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ashton Thomas Private Wealth’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 		$165 Buy
+7
New +$163 ﹤0.01% 1580
2024
Q3 		– Sell
-1,100
Closed -$26K – 1527
2024
Q2 		$26K Buy
+1,100
New +$26K ﹤0.01% 1086

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 22.9% 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

Ashton Thomas Private Wealth's PZA Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 7 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #1580 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in PZA as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in PZA in Q2 2024 and has held it in 2 quarters since. The position peaked at $26K in Q2 2024. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ashton Thomas Private Wealth held 7 shares of Invesco National AMT-Free Municipal Bond ETF worth $165 as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1580 holding.
  • Ashton Thomas Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • Ashton Thomas Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $26K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.