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Ausdal Financial Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ausdal Financial Partners’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 		$1.19M Buy
50,801
+3,261
+7% +$75.9K 0.05% 355
2026
Q1 		$1.09M Buy
47,540
+2,226
+5% +$51.8K 0.05% 363
2025
Q4 		$1.05M Buy
45,314
+45
+0.1% +$1.05K 0.05% 353
2025
Q3 		$1.05M Buy
45,269
+253
+0.6% +$5.67K 0.05% 357
2025
Q2 		$1.01M Sell
45,016
-1,011
-2% -$22.7K 0.07% 261
2025
Q1 		$1.06M Buy
46,027
+7,601
+20% +$178K 0.08% 235
2024
Q4 		$907K Sell
38,426
-61
-0.2% -$1.46K 0.08% 223
2024
Q3 		$929K Buy
38,487
+176
+0.5% +$4.22K 0.1% 208
2024
Q2 		$907K Buy
38,311
+10,082
+36% +$238K 0.1% 193
2024
Q1 		$673K Buy
28,229
+36
+0.1% +$862 0.08% 219
2023
Q4 		$682K Sell
28,193
-2,451
-8% -$55.9K 0.08% 209
2023
Q3 		$679K Sell
30,644
-1,757
-5% -$40.7K 0.09% 198
2023
Q2 		$765K Buy
32,401
+2,252
+7% +$53.1K 0.1% 188
2023
Q1 		$714K Sell
30,149
-24,577
-45% -$578K 0.1% 201
2022
Q4 		$1.26M Sell
54,726
-13,385
-20% -$303K 0.18% 129
2022
Q3 		$1.5M Sell
68,111
-16,085
-19% -$378K 0.24% 106
2022
Q2 		$1.97M Sell
84,196
-1,058
-1% -$25.1K 0.3% 97
2022
Q1 		$2.13M Sell
85,254
-1,304
-2% -$33.9K 0.29% 92
2021
Q4 		$2.35M Buy
86,558
+1,096
+1% +$29.5K 0.31% 92
2021
Q3 		$2.3M Buy
85,462
+20,185
+31% +$550K 0.34% 85
2021
Q2 		$1.78M Buy
65,277
+2,622
+4% +$71.1K 0.27% 110
2021
Q1 		$1.68M Buy
62,655
+1,158
+2% +$31.2K 0.28% 104
2020
Q4 		$1.67M Buy
61,497
+1,139
+2% +$30.5K 0.32% 89
2020
Q3 		$1.61M Buy
60,358
+2,989
+5% +$80.2K 0.39% 73
2020
Q2 		$1.52M Buy
57,369
+829
+1% +$21.6K 0.5% 54
2020
Q1 		$1.47M Buy
56,540
+884
+2% +$23.3K 0.52% 50
2019
Q4 		$1.49M Buy
55,656
+9,098
+20% +$241K 0.44% 58
2019
Q3 		$1.24M Buy
46,558
+715
+2% +$18.9K 0.44% 65
2019
Q2 		$1.2M Buy
45,843
+10,902
+31% +$282K 0.46% 60
2019
Q1 		$897K Buy
34,941
+7,913
+29% +$199K 0.36% 71
2018
Q4 		$675K Sell
27,028
-15,421
-36% -$380K 0.33% 79
2018
Q3 		$1.05M Buy
42,449
+775
+2% +$19.4K 0.3% 96
2018
Q2 		$1.05M Buy
41,674
+19,241
+86% +$483K 0.32% 90
2018
Q1 		$564K Buy
22,433
+172
+0.8% +$4.35K 0.2% 153
2017
Q4 		$575K Buy
22,261
+412
+2% +$10.6K 0.21% 149
2017
Q3 		$558K Buy
21,849
+5,731
+36% +$147K 0.22% 134
2017
Q2 		$410K Buy
+16,118
New +$408K 0.18% 165

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

Ausdal Financial Partners's PZA Position: Q2 2026 in Review

Ausdal Financial Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.9% in Q2 2026, buying an estimated $75.9K and bringing the position to 50,801 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #355.

Ausdal Financial Partners first reported a position in PZA in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.35M in Q4 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ausdal Financial Partners held 50,801 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.19M as of Q2 2026.
  • Ausdal Financial Partners bought 3,261 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $75.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Ausdal Financial Partners's portfolio in Q2 2026, its #355 holding.
  • Ausdal Financial Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • Ausdal Financial Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.35M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.