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Buttonwood Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Buttonwood Financial Group’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 		$8.76M Buy
+409,830
New +$9.3M 4.41% 7

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 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
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Confluence Investment Management
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
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Buttonwood Financial Group's PZA Position: Q3 2026 in Review

Buttonwood Financial Group opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 409,830 shares worth $8.76M. The stake represents 4.41% of the portfolio and ranks #7 among its holdings.

39 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Buttonwood Financial Group held 409,830 shares of Invesco National AMT-Free Municipal Bond ETF worth $8.76M as of Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Buttonwood Financial Group position in Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 4.41% of Buttonwood Financial Group's portfolio in Q3 2026, its #7 holding.
  • 39 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Buttonwood Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.