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 Q3	$1.46M	Sell	68,225 -9,972	-13%	-$226K	0.1%	173
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

AWE

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

First Heartland Consultants's PZA Position: Q3 2026 in Review

First Heartland Consultants reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 13% in Q3 2026, selling an estimated $226K and leaving 68,225 shares worth $1.46M. The position accounts for 0.1% of the portfolio, ranked #173.

First Heartland Consultants first reported a position in PZA in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.01M in Q2 2024. 18 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

First Heartland Consultants held 68,225 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.46M as of Q3 2026.
First Heartland Consultants sold 9,972 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $226K.
Invesco National AMT-Free Municipal Bond ETF made up 0.1% of First Heartland Consultants's portfolio in Q3 2026, its #173 holding.
First Heartland Consultants first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 30 quarters since.
First Heartland Consultants's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.01M in Q2 2024.
18 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.