BRWA
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B. Riley Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

B. Riley Wealth Advisors’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 		$290K Buy
12,335
+2,186
+22% +$50.9K 0.02% 639
2026
Q1 		$232K Buy
+10,149
New +$236K 0.01% 666
2025
Q1 		– Sell
-14,803
Closed -$349K – 1399
2024
Q4 		$349K Buy
14,803
+1,112
+8% +$26.6K 0.01% 814
2024
Q3 		$331K Sell
13,691
-468
-3% -$11.2K 0.01% 905
2024
Q2 		$335K Sell
14,159
-1,037
-7% -$24.5K 0.01% 980
2024
Q1 		$337K Buy
15,196
+6,758
+80% +$162K 0.01% 987
2023
Q4 		$204K Sell
8,438
-6,758
-44% -$154K 0.01% 1253
2023
Q3 		$337K Buy
+15,196
New +$352K 0.01% 987
2020
Q1 		– Sell
-19,934
Closed -$528K – 874
2019
Q4 		$528K Buy
19,934
+887
+5% +$23.5K 0.04% 416
2019
Q3 		$506K Buy
19,047
+4,078
+27% +$108K 0.05% 407
2019
Q2 		$392K Buy
14,969
+2,452
+20% +$63.5K 0.04% 467
2019
Q1 		$322K Buy
12,517
+358
+3% +$9.02K 0.04% 467
2018
Q4 		$304K Sell
12,159
-86
-0.7% -$2.12K 0.04% 425
2018
Q3 		$304K Buy
12,245
+1,130
+10% +$28.3K 0.04% 493
2018
Q2 		$280K Sell
11,115
-3,809
-26% -$95.6K 0.04% 496
2018
Q1 		$376K Buy
+14,924
New +$377K 0.05% 386

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

B. Riley Wealth Advisors's PZA Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 22% in Q2 2026, buying an estimated $50.9K and bringing the position to 12,335 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #639.

B. Riley Wealth Advisors first reported a position in PZA in Q1 2018 and has held it in 16 quarters since. The position peaked at $528K in Q4 2019. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • B. Riley Wealth Advisors held 12,335 shares of Invesco National AMT-Free Municipal Bond ETF worth $290K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,186 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $50.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #639 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2018 and has held it in 16 quarters since.
  • B. Riley Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $528K in Q4 2019.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.