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Ehrlich Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ehrlich Financial Group’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 		$1.22M Sell
51,689
-1,345
-3% -$31.3K 0.63% 43
2026
Q1 		$1.22M Buy
53,034
+36,076
+213% +$840K 0.7% 41
2025
Q4 		$393K Sell
16,958
-540
-3% -$12.6K 0.22% 80
2025
Q3 		$404K Buy
+17,498
New +$392K 0.24% 77

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Ehrlich Financial Group's PZA Position: Q2 2026 in Review

Ehrlich Financial Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.5% in Q2 2026, selling an estimated $31.3K and leaving 51,689 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #43.

Ehrlich Financial Group first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ehrlich Financial Group held 51,689 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.22M as of Q2 2026.
  • Ehrlich Financial Group sold 1,345 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $31.3K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.63% of Ehrlich Financial Group's portfolio in Q2 2026, its #43 holding.
  • Ehrlich Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Ehrlich Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.22M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.