First Foundation Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Foundation 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 Q1	$2.02M	Sell	87,886 -609	-0.7%	-$14.2K	0.08%	142
2025 Q4	$2.05M	Sell	88,495 -4,406	-5%	-$103K	0.08%	136
2025 Q3	$2.15M	Sell	92,901 -28,091	-23%	-$629K	0.08%	138
2025 Q2	$2.71M	Sell	120,992 -13,945	-10%	-$314K	0.1%	118
2025 Q1	$3.11M	Sell	134,937 -70,664	-34%	-$1.66M	0.13%	107
2024 Q4	$4.85M	Sell	205,601 -124,037	-38%	-$2.96M	0.18%	86
2024 Q3	$7.96M	Buy	329,638 +20,107	+6%	+$482K	0.3%	62
2024 Q2	$7.33M	Sell	309,531 -17,897	-5%	-$423K	0.28%	68
2024 Q1	$7.8M	Buy	327,428 +177,177	+118%	+$4.24M	0.31%	64
2023 Q4	$3.63M	Sell	150,251 -1,515	-1%	-$34.6K	0.17%	82
2023 Q3	$3.36M	Buy	151,766 +76,048	+100%	+$1.76M	0.16%	89
2023 Q2	$1.79M	Buy	+75,718	New	+$1.79M	0.08%	138

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Foundation Advisors's PZA Position: Q1 2026 in Review

First Foundation Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.69% in Q1 2026, selling an estimated $14.2K and leaving 87,886 shares worth $2.02M. The position accounts for 0.08% of the portfolio, ranked #142.

First Foundation Advisors first reported a position in PZA in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.96M in Q3 2024. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

First Foundation Advisors held 87,886 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.02M as of Q1 2026.
First Foundation Advisors sold 609 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $14.2K.
Invesco National AMT-Free Municipal Bond ETF made up 0.08% of First Foundation Advisors's portfolio in Q1 2026, its #142 holding.
First Foundation Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 12 quarters since.
First Foundation Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $7.96M in Q3 2024.
293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.