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 Q3	$243K	Buy	11,346 +4,445	+64%	+$101K	﹤0.01%	2139
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Farther Finance Advisors's PZA Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 64% in Q3 2026, buying an estimated $101K and bringing the position to 11,346 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Farther Finance Advisors first reported a position in PZA in Q2 2024 and has held it in 10 quarters since. 19 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Farther Finance Advisors held 11,346 shares of Invesco National AMT-Free Municipal Bond ETF worth $243K as of Q3 2026.
Farther Finance Advisors bought 4,445 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $101K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2139 holding.
Farther Finance Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 10 quarters since.
19 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.