First Heartland Consultants’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

First Heartland Consultants’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	$1.84M	Sell	78,197 -3,356	-4%	-$78.1K	0.12%	146
2026 Q1	$1.87M	Sell	81,553 -4,339	-5%	-$101K	0.14%	131
2025 Q4	$1.99M	Sell	85,892 -864	-1%	-$20.1K	0.15%	120
2025 Q3	$2M	Sell	86,756 -12,821	-13%	-$287K	0.16%	115
2025 Q2	$2.23M	Sell	99,577 -8,079	-8%	-$182K	0.2%	103
2025 Q1	$2.48M	Sell	107,656 -7,320	-6%	-$172K	0.26%	88
2024 Q4	$2.71M	Sell	114,976 -8,458	-7%	-$202K	0.28%	80
2024 Q3	$2.98M	Sell	123,434 -3,672	-3%	-$88K	0.32%	65
2024 Q2	$3.01M	Buy	127,106 +1,938	+2%	+$45.8K	0.21%	80
2024 Q1	$2.98M	Buy	125,168 +4,831	+4%	+$116K	0.31%	85
2023 Q4	$2.91M	Buy	120,337 +14,648	+14%	+$334K	0.35%	71
2023 Q3	$2.34M	Buy	105,689 +1,930	+2%	+$44.7K	0.3%	83
2023 Q2	$2.45M	Buy	103,759 +3,876	+4%	+$91.4K	0.32%	80
2023 Q1	$2.37M	Sell	99,883 -3,271	-3%	-$77K	0.36%	70
2022 Q4	$2.37M	Buy	103,154 +1,910	+2%	+$43.3K	0.38%	67
2022 Q3	$2.23M	Buy	101,244 +83,718	+478%	+$1.97M	0.19%	72
2022 Q2	$410K	Sell	17,526 -845	-5%	-$20.1K	0.06%	206
2022 Q1	$457K	Sell	18,371 -1,264	-6%	-$32.9K	0.07%	193
2021 Q4	$532K	Sell	19,635 -503	-2%	-$13.6K	0.02%	186
2021 Q3	$541K	Sell	20,138 -1,362	-6%	-$37.1K	0.08%	191
2021 Q2	$586K	Buy	21,500 +401	+2%	+$10.9K	0.09%	182
2021 Q1	$565K	Hold	21,099	–	–	0.09%	185
2020 Q4	$572K	Hold	21,099	–	–	0.1%	155
2020 Q3	$562K	Sell	21,099 -611	-3%	-$16.4K	0.11%	142
2020 Q2	$577K	Sell	21,710 -2,915	-12%	-$75.9K	0.11%	142
2020 Q1	$635K	Buy	24,625 +3,647	+17%	+$96.3K	0.16%	114
2019 Q4	$555K	Buy	20,978 +5,200	+33%	+$138K	0.11%	169
2019 Q3	$419K	Buy	+15,778	New	+$418K	0.09%	179
2013 Q3	–	Sell	-479	Closed	-$11K	–	333
2013 Q2	$11K	Buy	+479	New	+$12.1K	0.01%	347

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

First Heartland Consultants's PZA Position: Q2 2026 in Review

First Heartland Consultants reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.1% in Q2 2026, selling an estimated $78.1K and leaving 78,197 shares worth $1.84M. The position accounts for 0.12% of the portfolio, ranked #146.

First Heartland Consultants first reported a position in PZA in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.01M in Q2 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

First Heartland Consultants held 78,197 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.84M as of Q2 2026.
First Heartland Consultants sold 3,356 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $78.1K.
Invesco National AMT-Free Municipal Bond ETF made up 0.12% of First Heartland Consultants's portfolio in Q2 2026, its #146 holding.
First Heartland Consultants first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 29 quarters since.
First Heartland Consultants's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.01M in Q2 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.