BRWA
PZA icon

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
Q3 		$262K Sell
12,252
-83
-0.7% -$1.88K 0.01% 813
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

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

B. Riley Wealth Advisors's PZA Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.67% in Q3 2026, selling an estimated $1.88K and leaving 12,252 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #813.

B. Riley Wealth Advisors first reported a position in PZA in Q1 2018 and has held it in 17 quarters since. The position peaked at $528K in Q4 2019. 26 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • B. Riley Wealth Advisors held 12,252 shares of Invesco National AMT-Free Municipal Bond ETF worth $262K as of Q3 2026.
  • B. Riley Wealth Advisors sold 83 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $1.88K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #813 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 17 quarters since.
  • B. Riley Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $528K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.