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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$368K Buy
15,652
+6,540
+72% +$152K 0.31% 44
2026
Q1
$209K Buy
+9,112
New +$212K 0.2% 50

Other funds holding PZA

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

Curtis Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 72% in Q2 2026, buying an estimated $152K and bringing the position to 15,652 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #44.

Curtis Wealth Management first reported a position in PZA in Q1 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Curtis Wealth Management held 15,652 shares of Invesco National AMT-Free Municipal Bond ETF worth $368K as of Q2 2026.
  • Curtis Wealth Management bought 6,540 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $152K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.31% of Curtis Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Curtis Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Curtis Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.