CWM
PZA icon

Collaborative Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Collaborative Wealth Management’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 		$2.26M Buy
96,093
+18,840
+24% +$439K 0.95% 22
2026
Q1 		$1.78M Sell
77,253
-12,494
-14% -$291K 0.82% 24
2025
Q4 		$2.08M Sell
89,747
-2,118
-2% -$49.3K 0.73% 32
2025
Q3 		$2.12M Buy
91,865
+11,883
+15% +$266K 0.86% 26
2025
Q2 		$1.79M Buy
79,982
+7,188
+10% +$162K 0.78% 31
2025
Q1 		$1.68M Buy
72,794
+13,742
+23% +$322K 0.78% 30
2024
Q4 		$1.39M Sell
59,052
-6,333
-10% -$151K 0.63% 36
2024
Q3 		$1.58M Buy
65,385
+2,418
+4% +$57.9K 0.71% 33
2024
Q2 		$1.49M Buy
62,967
+2,721
+5% +$64.3K 0.73% 31
2024
Q1 		$1.44M Buy
60,246
+7,183
+14% +$172K 0.72% 32
2023
Q4 		$1.28M Buy
53,063
+5,340
+11% +$122K 0.69% 34
2023
Q3 		$1.06M Buy
47,723
+21,043
+79% +$487K 0.63% 39
2023
Q2 		$630K Buy
26,680
+3,661
+16% +$86.4K 0.37% 70
2023
Q1 		$545K Hold
23,019
– – 0.34% 70
2022
Q4 		$528K Sell
23,019
-1,145
-5% -$25.9K 0.35% 81
2022
Q3 		$534K Buy
24,164
+666
+3% +$15.6K 0.38% 77
2022
Q2 		$551K Buy
+23,498
New +$558K 0.36% 86
2021
Q4 		$542K Buy
+19,995
New +$539K 0.3% 110
2021
Q1 		$561K Buy
+22,484
New +$606K 0.32% 99

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

Collaborative Wealth Management's PZA Position: Q2 2026 in Review

Collaborative Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 24% in Q2 2026, buying an estimated $439K and bringing the position to 96,093 shares worth $2.26M. The position accounts for 0.95% of the portfolio, ranked #22.

Collaborative Wealth Management first reported a position in PZA in Q1 2021 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Collaborative Wealth Management held 96,093 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.26M as of Q2 2026.
  • Collaborative Wealth Management bought 18,840 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $439K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.95% of Collaborative Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Collaborative Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and has held it in 19 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.