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

Cornerstone 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 		$224K Hold
9,510
– – 0.01% 692
2026
Q1 		$219K Sell
9,510
-5,677
-37% -$132K 0.01% 659
2025
Q4 		$352K Buy
15,187
+6,037
+66% +$140K 0.02% 504
2025
Q3 		$211K Buy
+9,150
New +$205K 0.01% 639

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

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

Cornerstone Wealth Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 9,510 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #692.

Cornerstone Wealth Management first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Cornerstone Wealth Management held 9,510 shares of Invesco National AMT-Free Municipal Bond ETF worth $224K as of Q2 2026.
  • Cornerstone Wealth Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #692 holding.
  • Cornerstone Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $352K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.