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

Financial Network 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 		$4.4K Hold
187
– – ﹤0.01% 575
2026
Q1 		$4.3K Hold
187
– – ﹤0.01% 561
2025
Q4 		$4.34K Buy
187
+5
+3% +$116 ﹤0.01% 559
2025
Q3 		$4.2K Buy
182
+85
+88% +$1.9K ﹤0.01% 546
2025
Q2 		$2.17K Buy
+97
New +$2.18K ﹤0.01% 634
2024
Q4 		– Sell
-456
Closed -$11K – 758
2024
Q3 		$11K Buy
456
+2
+0.4% +$48 0.01% 434
2024
Q2 		$10.8K Buy
+454
New +$10.7K 0.01% 477

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

Financial Network Wealth Advisors's PZA Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 187 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Financial Network Wealth Advisors first reported a position in PZA in Q2 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Financial Network Wealth Advisors held 187 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.4K as of Q2 2026.
  • Financial Network Wealth Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • Financial Network Wealth Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Financial Network Wealth Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $11K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.