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

EverSource 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 		$31.1K Sell
1,323
-119
-8% -$2.77K ﹤0.01% 2118
2026
Q1 		$33.1K Sell
1,442
-484
-25% -$11.3K ﹤0.01% 2188
2025
Q4 		$44.7K Buy
1,926
+2
+0.1% +$47 ﹤0.01% 1816
2025
Q3 		$44.4K Sell
1,924
-313
-14% -$7.01K ﹤0.01% 1789
2025
Q2 		$50.1K Sell
2,237
-6,356
-74% -$143K ﹤0.01% 1613
2025
Q1 		$198K Buy
8,593
+46
+0.5% +$1.08K 0.01% 664
2024
Q4 		$202K Sell
8,547
-1,045
-11% -$25K 0.01% 652
2024
Q3 		$232K Buy
9,592
+153
+2% +$3.67K 0.01% 516
2024
Q2 		$226K Buy
9,439
+533
+6% +$12.6K 0.02% 520
2024
Q1 		$208K Buy
8,906
+2,806
+46% +$67.2K 0.02% 474
2023
Q4 		$147K Buy
+6,100
New +$139K 0.01% 513

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

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

EverSource Wealth Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8.3% in Q2 2026, selling an estimated $2.77K and leaving 1,323 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

EverSource Wealth Advisors first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. The position peaked at $232K in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • EverSource Wealth Advisors held 1,323 shares of Invesco National AMT-Free Municipal Bond ETF worth $31.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 119 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.77K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2118 holding.
  • EverSource Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $232K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.