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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's PZA Position: Q1 2026 in Review

Creative Financial Designs held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q1 2026 at 5,441 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #631.

Creative Financial Designs first reported a position in PZA in Q1 2017 and has held it in 26 quarters since. The position peaked at $332K in Q3 2019. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Creative Financial Designs held 5,441 shares of Invesco National AMT-Free Municipal Bond ETF worth $125K as of Q1 2026.
Creative Financial Designs left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #631 holding.
Creative Financial Designs first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and has held it in 26 quarters since.
Creative Financial Designs's Invesco National AMT-Free Municipal Bond ETF position peaked at $332K in Q3 2019.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.