Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Envestnet Portfolio Solutions’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 		$1.18M Buy
50,108
+13,450
+37% +$313K 0.01% 643
2026
Q1 		$842K Buy
36,658
+10,650
+41% +$248K ﹤0.01% 693
2025
Q4 		$603K Buy
26,008
+1,880
+8% +$43.7K ﹤0.01% 970
2025
Q3 		$557K Buy
24,128
+3,706
+18% +$83K ﹤0.01% 983
2025
Q2 		$457K Buy
20,422
+11,301
+124% +$254K ﹤0.01% 1136
2025
Q1 		$210K Sell
9,121
-10,850
-54% -$255K ﹤0.01% 1483
2024
Q4 		$472K Buy
19,971
+4,165
+26% +$99.5K ﹤0.01% 1277
2024
Q3 		$382K Buy
15,806
+3,374
+27% +$80.8K ﹤0.01% 1332
2024
Q2 		$294K Sell
12,432
-699
-5% -$16.5K ﹤0.01% 1387
2024
Q1 		$313K Sell
13,131
-2,064
-14% -$49.4K ﹤0.01% 1334
2023
Q4 		$367K Sell
15,195
-543
-3% -$12.4K ﹤0.01% 1187
2023
Q3 		$349K Buy
+15,738
New +$365K ﹤0.01% 1151

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

Envestnet Portfolio Solutions's PZA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 37% in Q2 2026, buying an estimated $313K and bringing the position to 50,108 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #643.

Envestnet Portfolio Solutions first reported a position in PZA in Q3 2023 and has held it in 12 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Envestnet Portfolio Solutions held 50,108 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.18M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 13,450 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $313K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #643 holding.
  • Envestnet Portfolio Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.