Creative Financial Designs’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Creative Financial Designs’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	$321K	Buy	13,646 +8,205	+151%	+$191K	0.02%	504
2026 Q1	$125K	Hold	5,441	–	–	0.01%	631
2025 Q4	$126K	Hold	5,441	–	–	0.01%	601
2025 Q3	$126K	Buy	+5,441	New	+$122K	0.01%	580
2024 Q4	–	Sell	-9,180	Closed	-$222K	–	1832
2024 Q3	$222K	Sell	9,180 -1,476	-14%	-$35.4K	0.02%	423
2024 Q2	$252K	Sell	10,656 -2,533	-19%	-$59.8K	0.02%	385
2024 Q1	$314K	Buy	13,189 +101	+0.8%	+$2.42K	0.03%	329
2023 Q4	$316K	Buy	+13,088	New	+$299K	0.03%	302
2022 Q2	–	Sell	-589	Closed	-$15K	–	1315
2022 Q1	$15K	Buy	589 +3	+0.5%	+$78	﹤0.01%	827
2021 Q4	$16K	Buy	586 +3	+0.5%	+$81	﹤0.01%	809
2021 Q3	$16K	Buy	583 +4	+0.7%	+$109	﹤0.01%	918
2021 Q2	$16K	Buy	579 +3	+0.5%	+$81	﹤0.01%	917
2021 Q1	$15K	Buy	576 +4	+0.7%	+$108	﹤0.01%	854
2020 Q4	$16K	Buy	572 +3	+0.5%	+$80	﹤0.01%	771
2020 Q3	$15K	Buy	+569	New	+$15.3K	﹤0.01%	723
2020 Q1	–	Sell	-8,222	Closed	-$218K	–	569
2019 Q4	$218K	Sell	8,222 -4,266	-34%	-$113K	0.1%	144
2019 Q3	$332K	Buy	12,488 +1,301	+12%	+$34.4K	0.18%	102
2019 Q2	$293K	Buy	11,187 +3,838	+52%	+$99.4K	0.16%	105
2019 Q1	$189K	Buy	7,349 +840	+13%	+$21.2K	0.11%	123
2018 Q4	$163K	Buy	6,509 +323	+5%	+$7.97K	0.12%	120
2018 Q3	$153K	Sell	6,186 -838	-12%	-$21K	0.09%	135
2018 Q2	$176K	Buy	7,024 +19	+0.3%	+$477	0.1%	135
2018 Q1	$176K	Buy	7,005 +863	+14%	+$21.8K	0.11%	121
2017 Q4	$159K	Sell	6,142 -336	-5%	-$8.62K	0.11%	132
2017 Q3	$165K	Buy	6,478 +4,896	+309%	+$125K	0.09%	147
2017 Q2	$40K	Buy	1,582 +476	+43%	+$12.1K	0.03%	256
2017 Q1	$28K	Buy	+1,106	New	+$27.7K	0.02%	283

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 22.9% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Creative Financial Designs's PZA Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 151% in Q2 2026, buying an estimated $191K and bringing the position to 13,646 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #504.

Creative Financial Designs first reported a position in PZA in Q1 2017 and has held it in 27 quarters since. The position peaked at $332K in Q3 2019. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Creative Financial Designs held 13,646 shares of Invesco National AMT-Free Municipal Bond ETF worth $321K as of Q2 2026.
Creative Financial Designs bought 8,205 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $191K.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #504 holding.
Creative Financial Designs first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and has held it in 27 quarters since.
Creative Financial Designs's Invesco National AMT-Free Municipal Bond ETF position peaked at $332K in Q3 2019.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.