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Coston McIsaac & Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Coston McIsaac & Partners’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 		$41K Hold
1,761
– – 0.01% 371
2026
Q1 		$40K Hold
1,761
– – 0.01% 356
2025
Q4 		$40K Buy
+1,761
New +$41K 0.01% 357

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

Coston McIsaac & Partners's PZA Position: Q2 2026 in Review

Coston McIsaac & Partners held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 1,761 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #371.

Coston McIsaac & Partners first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Coston McIsaac & Partners held 1,761 shares of Invesco National AMT-Free Municipal Bond ETF worth $41K as of Q2 2026.
  • Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #371 holding.
  • Coston McIsaac & Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.