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EP Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

EP Wealth Advisors’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 		$55.2M Buy
2,348,353
+540,746
+30% +$12.6M 0.21% 74
2026
Q1 		$41.5M Buy
1,807,607
+205,481
+13% +$4.78M 0.2% 82
2025
Q4 		$37.2M Buy
+1,602,126
New +$37.3M 0.19% 81
2025
Q2 		$34.2M Buy
1,527,981
+75,670
+5% +$1.7M 0.22% 76
2025
Q1 		$33.5M Buy
1,452,311
+43,484
+3% +$1.02M 0.27% 72
2024
Q4 		$33.3M Buy
1,408,827
+95,407
+7% +$2.28M 0.27% 72
2024
Q3 		$31.7M Buy
1,313,420
+7,250
+0.6% +$174K 0.27% 74
2024
Q2 		$30.9M Buy
1,306,170
+40,922
+3% +$967K 0.33% 69
2024
Q1 		$30.2M Buy
1,265,248
+30,679
+2% +$735K 0.35% 68
2023
Q4 		$29.9M Buy
1,234,569
+659,857
+115% +$15.1M 0.38% 66
2023
Q3 		$12.7M Buy
574,712
+125,912
+28% +$2.92M 0.2% 88
2023
Q2 		$10.3M Buy
448,800
+438,783
+4,380% +$10.3M 0.15% 100
2023
Q1 		$761K Sell
10,017
-388,416
-97% -$9.14M 0.01% 340
2022
Q4 		$9.14M Buy
398,433
+320,460
+411% +$7.26M 0.16% 92
2022
Q3 		$1.72M Sell
77,973
-102,739
-57% -$2.41M 0.04% 201
2022
Q2 		$4.24M Buy
180,712
+142,711
+376% +$3.39M 0.1% 122
2022
Q1 		$947K Buy
38,001
+8,275
+28% +$215K 0.02% 282
2021
Q4 		$806K Buy
29,726
+8,205
+38% +$221K 0.02% 279
2021
Q3 		$578K Buy
21,521
+10,491
+95% +$286K 0.02% 307
2021
Q2 		$301K Buy
+11,030
New +$299K 0.01% 444

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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

EP Wealth Advisors's PZA Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 30% in Q2 2026, buying an estimated $12.6M and bringing the position to 2,348,353 shares worth $55.2M. The position accounts for 0.21% of the portfolio, ranked #74.

EP Wealth Advisors first reported a position in PZA in Q2 2021 and has held it in 20 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • EP Wealth Advisors held 2,348,353 shares of Invesco National AMT-Free Municipal Bond ETF worth $55.2M as of Q2 2026.
  • EP Wealth Advisors bought 540,746 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $12.6M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.21% of EP Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • EP Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.