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Cadia Private Client’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cadia Private Client’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 		– Sell
-9,145
Closed -$210K – 79
2026
Q1 		$210K Hold
9,145
– – 0.17% 74
2025
Q4 		$212K Buy
+9,145
New +$213K 0.17% 68

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

Cadia Private Client's PZA Position: Q2 2026 in Review

Cadia Private Client sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026, closing a stake of 9,145 shares — an estimated $210K sold.

Cadia Private Client first reported a position in PZA in Q4 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Cadia Private Client reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Cadia Private Client sold 9,145 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $210K.
  • Cadia Private Client first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Cadia Private Client's Invesco National AMT-Free Municipal Bond ETF position peaked at $212K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.