Farther Finance Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Farther Finance 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	$162K	Sell	6,901 -1,855	-21%	-$43.2K	﹤0.01%	2394
2026 Q1	$202K	Buy	8,756 +1,848	+27%	+$43K	﹤0.01%	2012
2025 Q4	$160K	Buy	6,908 +7	+0.1%	+$163	﹤0.01%	2054
2025 Q3	$159K	Hold	6,901	–	–	﹤0.01%	1744
2025 Q2	$155K	Buy	6,901 +682	+11%	+$15.3K	﹤0.01%	1527
2025 Q1	$144K	Buy	6,219 +1,918	+45%	+$45K	﹤0.01%	1362
2024 Q4	$102K	Buy	4,301 +67	+2%	+$1.6K	﹤0.01%	1309
2024 Q3	$102K	Buy	4,234 +4,181	+7,889%	+$100K	﹤0.01%	1293
2024 Q2	$1.25K	Buy	+53	New	+$1.25K	﹤0.01%	2987

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Farther Finance Advisors's PZA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 21% in Q2 2026, selling an estimated $43.2K and leaving 6,901 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Farther Finance Advisors first reported a position in PZA in Q2 2024 and has held it in 9 quarters since. The position peaked at $202K in Q1 2026. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Farther Finance Advisors held 6,901 shares of Invesco National AMT-Free Municipal Bond ETF worth $162K as of Q2 2026.
Farther Finance Advisors sold 1,855 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $43.2K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2394 holding.
Farther Finance Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $202K in Q1 2026.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.