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Bernardo Wealth Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bernardo Wealth Planning’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 		$655K Sell
27,862
-7,046
-20% -$164K 0.11% 76
2026
Q1 		$802K Sell
34,908
-1,255
-3% -$29.2K 0.16% 62
2025
Q4 		$839K Buy
36,163
+3,412
+10% +$79.4K 0.16% 56
2025
Q3 		$756K Buy
32,751
+381
+1% +$8.54K 0.15% 56
2025
Q2 		$725K Sell
32,370
-2,971
-8% -$66.8K 0.16% 56
2025
Q1 		$814K Sell
35,341
-787
-2% -$18.5K 0.19% 49
2024
Q4 		$843K Sell
36,128
-910
-2% -$21.7K 0.2% 50
2024
Q3 		$889K Sell
37,038
-2,167
-6% -$51.9K 0.22% 47
2024
Q2 		$928K Buy
39,205
+19,901
+103% +$470K 0.25% 44
2024
Q1 		$460K Buy
+19,304
New +$462K 0.13% 63

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

Bernardo Wealth Planning's PZA Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 20% in Q2 2026, selling an estimated $164K and leaving 27,862 shares worth $655K. The position accounts for 0.11% of the portfolio, ranked #76.

Bernardo Wealth Planning first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. The position peaked at $928K in Q2 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Bernardo Wealth Planning held 27,862 shares of Invesco National AMT-Free Municipal Bond ETF worth $655K as of Q2 2026.
  • Bernardo Wealth Planning sold 7,046 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $164K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Bernardo Wealth Planning's portfolio in Q2 2026, its #76 holding.
  • Bernardo Wealth Planning first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Bernardo Wealth Planning's Invesco National AMT-Free Municipal Bond ETF position peaked at $928K in Q2 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.