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

Ducere Wealth Management’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	$747K	Sell	31,769 -467	-1%	-$10.9K	0.22%	69
2026 Q1	$741K	Sell	32,236 -225	-0.7%	-$5.24K	0.29%	57
2025 Q4	$753K	Buy	+32,461	New	+$755K	0.29%	61

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 22.96% 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

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

Ducere Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.4% in Q2 2026, selling an estimated $10.9K and leaving 31,769 shares worth $747K. The position accounts for 0.22% of the portfolio, ranked #69.

Ducere Wealth Management first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. The position peaked at $753K in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Ducere Wealth Management held 31,769 shares of Invesco National AMT-Free Municipal Bond ETF worth $747K as of Q2 2026.
Ducere Wealth Management sold 467 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $10.9K.
Invesco National AMT-Free Municipal Bond ETF made up 0.22% of Ducere Wealth Management's portfolio in Q2 2026, its #69 holding.
Ducere 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.
Ducere Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $753K in Q4 2025.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.