AWE
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Avidian Wealth Enterprises’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Avidian Wealth Enterprises’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 		$11.3M Sell
480,354
-4,601
-0.9% -$107K 0.31% 56
2026
Q1 		$11.1M Sell
484,955
-1,779
-0.4% -$41.4K 0.35% 48
2025
Q4 		$11.3M Buy
486,734
+18
+0% +$419 0.41% 44
2025
Q3 		$11.2M Buy
486,716
+447,462
+1,140% +$10M 0.42% 40
2025
Q2 		$879K Buy
39,254
+16,169
+70% +$364K 0.04% 222
2025
Q1 		$532K Buy
23,085
+7,993
+53% +$188K 0.02% 299
2024
Q4 		$356K Sell
15,092
-31,281
-67% -$747K 0.02% 363
2024
Q3 		$1.12M Sell
46,373
-25,954
-36% -$622K 0.05% 171
2024
Q2 		$1.71M Sell
72,327
-40,101
-36% -$947K 0.07% 132
2024
Q1 		$2.68M Buy
112,428
+42,918
+62% +$1.03M 0.13% 91
2023
Q4 		$1.68M Buy
69,510
+21,656
+45% +$494K 0.1% 123
2023
Q3 		$1.06M Buy
47,854
+31,494
+193% +$730K 0.07% 154
2023
Q2 		$386K Buy
16,360
+3,092
+23% +$72.9K 0.03% 306
2023
Q1 		$314K Sell
13,268
-153,754
-92% -$3.62M 0.02% 374
2022
Q4 		$3.83M Buy
+167,022
New +$3.78M 0.25% 81
2022
Q3 		– Sell
-79,130
Closed -$1.85M – 454
2022
Q2 		$1.85M Buy
+79,130
New +$1.88M 0.13% 118

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Avidian Wealth Enterprises's PZA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.95% in Q2 2026, selling an estimated $107K and leaving 480,354 shares worth $11.3M. The position accounts for 0.31% of the portfolio, ranked #56.

Avidian Wealth Enterprises first reported a position in PZA in Q2 2022 and has held it in 16 quarters since. 141 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Avidian Wealth Enterprises held 480,354 shares of Invesco National AMT-Free Municipal Bond ETF worth $11.3M as of Q2 2026.
  • Avidian Wealth Enterprises sold 4,601 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $107K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.31% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #56 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • 141 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.