Claro Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Claro 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 Q3	$1.21M	Sell	56,336 -19,399	-26%	-$440K	0.12%	159
2026 Q2	$1.78M	Buy	75,735 +13,971	+23%	+$325K	0.19%	88
2026 Q1	$1.42M	Buy	+61,764	New	+$1.44M	0.17%	109

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Claro Advisors's PZA Position: Q3 2026 in Review

Claro Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 26% in Q3 2026, selling an estimated $440K and leaving 56,336 shares worth $1.21M. The position accounts for 0.12% of the portfolio, ranked #159.

Claro Advisors first reported a position in PZA in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.78M in Q2 2026. 177 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Claro Advisors held 56,336 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.21M as of Q3 2026.
Claro Advisors sold 19,399 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $440K.
Invesco National AMT-Free Municipal Bond ETF made up 0.12% of Claro Advisors's portfolio in Q3 2026, its #159 holding.
Claro Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
Claro Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.78M in Q2 2026.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.