Diversify 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
$1.25M Buy
54,646
+4,487
+9% +$104K 0.02% 554
2026
Q1
$1.17M Buy
50,159
+40,113
+399% +$934K 0.02% 553
2025
Q4
$234K Buy
+10,046
New +$234K 0.01% 569

Other funds holding PZA

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

Diversify Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8.9% in Q2 2026, buying an estimated $104K and bringing the position to 54,646 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #554.

Diversify Wealth Management 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.

  • Diversify Wealth Management held 54,646 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.25M as of Q2 2026.
  • Diversify Wealth Management bought 4,487 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $104K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #554 holding.
  • Diversify Wealth Management 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.