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CFO4Life Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

CFO4Life 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
Q2 		$228K Buy
+9,698
New +$226K 0.03% 218

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

CFO4Life Group's PZA Position: Q2 2026 in Review

CFO4Life Group opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 9,698 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • CFO4Life Group held 9,698 shares of Invesco National AMT-Free Municipal Bond ETF worth $228K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new CFO4Life Group position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #218 holding.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.