CLA (CliftonLarsonAllen) Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$101M	Sell	4,286,823 -77,806	-2%	-$1.81M	1.33%	16
2026 Q1	$100M	Buy	4,364,629 +43,003	+1%	+$1M	1.47%	14
2025 Q4	$100M	Buy	4,321,626 +173,429	+4%	+$4.03M	1.51%	15
2025 Q3	$95.8M	Buy	4,148,197 +251,534	+6%	+$5.64M	1.51%	17
2025 Q2	$87.2M	Buy	3,896,663 +196,614	+5%	+$4.42M	1.46%	17
2025 Q1	$85.2M	Buy	3,700,049 +998,227	+37%	+$23.4M	1.59%	16
2024 Q4	$63.8M	Buy	2,701,822 +176,308	+7%	+$4.21M	1.24%	21
2024 Q3	$61M	Buy	2,525,514 +155,198	+7%	+$3.72M	1.41%	21
2024 Q2	$56.1M	Buy	2,370,316 +169,804	+8%	+$4.01M	1.2%	24
2024 Q1	$52.4M	Buy	+2,200,512	New	+$52.7M	1.19%	24

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's PZA Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.8% in Q2 2026, selling an estimated $1.81M and leaving 4,286,823 shares worth $101M. The position accounts for 1.33% of the portfolio, ranked #16.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 4,286,823 shares of Invesco National AMT-Free Municipal Bond ETF worth $101M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 77,806 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.81M.
Invesco National AMT-Free Municipal Bond ETF made up 1.33% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #16 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.