First Citizens Financial Corp’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Citizens Financial Corp’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	$212K	Sell	9,900 -6,034	-38%	-$137K	0.09%	129
2026 Q2	$375K	Buy	15,934 +3,923	+33%	+$91.3K	0.16%	104
2026 Q1	$276K	Buy	12,011 +1,466	+14%	+$34.1K	0.13%	116
2025 Q4	$245K	Buy	10,545 +163	+2%	+$3.79K	0.12%	114
2025 Q3	$240K	Buy	10,382 +180	+2%	+$4.03K	0.12%	119
2025 Q2	$228K	Buy	+10,202	New	+$229K	0.13%	118

Other funds holding PZA

AWE

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

VAG

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

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

First Citizens Financial Corp's PZA Position: Q3 2026 in Review

First Citizens Financial Corp reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 38% in Q3 2026, selling an estimated $137K and leaving 9,900 shares worth $212K. The position accounts for 0.09% of the portfolio, ranked #129.

First Citizens Financial Corp first reported a position in PZA in Q2 2025 and has held it in 6 quarters since. The position peaked at $375K in Q2 2026. 14 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

First Citizens Financial Corp held 9,900 shares of Invesco National AMT-Free Municipal Bond ETF worth $212K as of Q3 2026.
First Citizens Financial Corp sold 6,034 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $137K.
Invesco National AMT-Free Municipal Bond ETF made up 0.09% of First Citizens Financial Corp's portfolio in Q3 2026, its #129 holding.
First Citizens Financial Corp first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
First Citizens Financial Corp's Invesco National AMT-Free Municipal Bond ETF position peaked at $375K in Q2 2026.
14 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on First Citizens Financial Corp's 13F filing for Q3 2026, filed 2 Oct 2026.