Axxcess Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Axxcess Wealth Management’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 Q1	–	Sell	-21,465	Closed	-$498K	–	843
2025 Q4	$498K	Sell	21,465 -824	-4%	-$19.2K	0.01%	701
2025 Q3	$515K	Buy	22,289 +4,076	+22%	+$91.3K	0.01%	618
2025 Q2	$408K	Buy	18,213 +4,466	+32%	+$100K	0.01%	639
2025 Q1	$317K	Buy	+13,747	New	+$323K	0.01%	668

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Axxcess Wealth Management's PZA Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026, closing a stake of 21,465 shares — an estimated $498K sold.

Axxcess Wealth Management first reported a position in PZA in Q1 2025 and held it in 4 quarters. The position peaked at $515K in Q3 2025. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Axxcess Wealth Management reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 21,465 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $498K.
Axxcess Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and held it in 4 quarters.
Axxcess Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $515K in Q3 2025.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.