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

BCGM 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
Q2 		$1.82M Buy
77,378
+39,096
+102% +$910K 0.38% 63
2026
Q1 		$880K Buy
+38,282
New +$891K 0.22% 86
2025
Q1 		– Sell
-16,327
Closed -$385K – 156
2024
Q4 		$385K Sell
16,327
-498
-3% -$11.9K 0.12% 110
2024
Q3 		$406K Buy
16,825
+89
+0.5% +$2.13K 0.13% 108
2024
Q2 		$396K Sell
16,736
-3,061
-15% -$72.3K 0.14% 107
2024
Q1 		$472K Buy
19,797
+702
+4% +$16.8K 0.17% 91
2023
Q4 		$462K Sell
19,095
-20,897
-52% -$477K 0.19% 83
2023
Q3 		$886K Buy
39,992
+406
+1% +$9.4K 0.41% 55
2023
Q2 		$934K Sell
39,586
-816
-2% -$19.2K 0.41% 50
2023
Q1 		$957K Sell
40,402
-8,546
-17% -$201K 0.48% 50
2022
Q4 		$1.12M Sell
48,948
-11,305
-19% -$256K 0.55% 42
2022
Q3 		$1.32M Sell
60,253
-2,172
-3% -$51K 0.66% 38
2022
Q2 		$1.51M Sell
62,425
-21,683
-26% -$515K 0.77% 30
2022
Q1 		$2M Buy
84,108
+188
+0.2% +$4.89K 1.09% 23
2021
Q4 		$2.27M Buy
83,920
+1,012
+1% +$27.3K 1.22% 16
2021
Q3 		$2.22M Sell
82,908
-9,057
-10% -$247K 1.24% 16
2021
Q2 		$2.52M Sell
91,965
-1,011
-1% -$27.4K 1.49% 14
2021
Q1 		$2.52M Sell
92,976
-3,225
-3% -$87K 1.72% 15
2020
Q4 		$2.63M Buy
+96,201
New +$2.57M 1.86% 14

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

BCGM Wealth Management's PZA Position: Q2 2026 in Review

BCGM Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 102% in Q2 2026, buying an estimated $910K and bringing the position to 77,378 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #63.

BCGM Wealth Management first reported a position in PZA in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.63M in Q4 2020. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • BCGM Wealth Management held 77,378 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.82M as of Q2 2026.
  • BCGM Wealth Management bought 39,096 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $910K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.38% of BCGM Wealth Management's portfolio in Q2 2026, its #63 holding.
  • BCGM Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • BCGM Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.63M in Q4 2020.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.