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Financial Life Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Financial Life 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 		$2.44M Buy
103,740
+86,316
+495% +$2.01M 0.69% 24
2026
Q1 		$400K Buy
+17,424
New +$406K 0.12% 42

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

Financial Life Advisors's PZA Position: Q2 2026 in Review

Financial Life Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 495% in Q2 2026, buying an estimated $2.01M and bringing the position to 103,740 shares worth $2.44M. The position accounts for 0.69% of the portfolio, ranked #24.

Financial Life Advisors first reported a position in PZA in Q1 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Financial Life Advisors held 103,740 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.44M as of Q2 2026.
  • Financial Life Advisors bought 86,316 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.01M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.69% of Financial Life Advisors's portfolio in Q2 2026, its #24 holding.
  • Financial Life Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.