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

Evolution 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
Q1 		$2.44K Hold
106
– – ﹤0.01% 715
2025
Q4 		$2.46K Hold
106
– – ﹤0.01% 621
2025
Q3 		$2.45K Buy
+106
New +$2.38K ﹤0.01% 488

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evolution Wealth Management's PZA Position: Q1 2026 in Review

Evolution Wealth Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q1 2026 at 106 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Evolution Wealth Management first reported a position in PZA in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.46K in Q4 2025. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Evolution Wealth Management held 106 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.44K as of Q1 2026.
  • Evolution Wealth Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #715 holding.
  • Evolution Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.46K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.