Carson Wealth (CWM LLC)
PZA icon

Carson Wealth (CWM LLC)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$57.6K Buy
2,506
+2,133
+572% +$49.6K ﹤0.01% 3708
2025
Q4 		$9K Sell
373
-2,207
-86% -$51.3K ﹤0.01% 4608
2025
Q3 		$60K Buy
2,580
+2,231
+639% +$50K ﹤0.01% 3382
2025
Q2 		$8K Sell
349
-504
-59% -$11.3K ﹤0.01% 4407
2025
Q1 		$20K Hold
853
– – ﹤0.01% 3680
2024
Q4 		$20K Hold
853
– – ﹤0.01% 3442
2024
Q3 		$21K Hold
853
– – ﹤0.01% 3332
2024
Q2 		$20K Sell
853
-1,087
-56% -$25.7K ﹤0.01% 3118
2024
Q1 		$46K Sell
1,940
-3,888
-67% -$93.1K ﹤0.01% 2342
2023
Q4 		$141K Sell
5,828
-98
-2% -$2.24K ﹤0.01% 1579
2023
Q3 		$131K Hold
5,926
– – ﹤0.01% 1493
2023
Q2 		$140K Hold
5,926
– – ﹤0.01% 1397
2023
Q1 		$140K Sell
5,926
-5,887
-50% -$138K ﹤0.01% 1344
2022
Q4 		$271K Sell
11,813
-18,009
-60% -$408K ﹤0.01% 992
2022
Q3 		$658K Buy
29,822
+3,213
+12% +$75.4K 0.01% 677
2022
Q2 		$624K Buy
26,609
+19,557
+277% +$465K ﹤0.01% 677
2022
Q1 		$176K Buy
7,052
+1,868
+36% +$48.6K ﹤0.01% 1093
2021
Q4 		$141K Buy
+5,184
New +$140K ﹤0.01% 1170
2021
Q2 		$25K Hold
909
– – ﹤0.01% 1692
2021
Q1 		$25K Hold
909
– – ﹤0.01% 1692
2020
Q4 		$25K Hold
909
– – ﹤0.01% 1692
2020
Q3 		$25K Hold
909
– – ﹤0.01% 1692
2020
Q2 		$25K Hold
909
– – ﹤0.01% 1692
2020
Q1 		$25K Hold
909
– – ﹤0.01% 1691
2019
Q4 		$25K Hold
909
– – ﹤0.01% 1691
2019
Q3 		$25K Hold
909
– – ﹤0.01% 1691
2019
Q2 		$25K Hold
909
– – ﹤0.01% 1691
2019
Q1 		$25K Buy
+909
New +$22.9K ﹤0.01% 1690
2017
Q4 		– Sell
-135
Closed -$3K – 1553
2017
Q3 		$3K Buy
+135
New +$3.46K ﹤0.01% 1219

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

Carson Wealth (CWM LLC)'s PZA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 572% in Q1 2026, buying an estimated $49.6K and bringing the position to 2,506 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3708.

Carson Wealth (CWM LLC) first reported a position in PZA in Q3 2017 and has held it in 29 quarters since. The position peaked at $658K in Q3 2022. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,506 shares of Invesco National AMT-Free Municipal Bond ETF worth $57.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,133 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $49.6K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3708 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $658K in Q3 2022.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.