FFA
PZA icon

Founders Financial Alliance’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Founders Financial Alliance’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 		$16.4K Buy
697
+7
+1% +$163 ﹤0.01% 654
2026
Q1 		$15.9K Buy
+690
New +$16.1K ﹤0.01% 592
2025
Q4 		– Sell
-678
Closed -$15.7K – 691
2025
Q3 		$15.7K Buy
+678
New +$15.2K ﹤0.01% 576
2025
Q1 		– Sell
-660
Closed -$15.6K – 645
2024
Q4 		$15.6K Buy
660
+5
+0.8% +$119 ﹤0.01% 454
2024
Q3 		$15.8K Buy
655
+2
+0.3% +$48 ﹤0.01% 463
2024
Q2 		$15.5K Sell
653
-251
-28% -$5.93K ﹤0.01% 448
2024
Q1 		$21.5K Buy
904
+251
+38% +$6.01K 0.01% 442
2023
Q4 		$15.8K Hold
653
– – 0.01% 408
2023
Q3 		$14.5K Hold
653
– – 0.01% 399
2023
Q2 		$15.4K Hold
653
– – 0.01% 424
2023
Q1 		$15.4K Hold
653
– – 0.01% 384
2022
Q4 		$15K Hold
653
– – 0.01% 402
2022
Q3 		$14K Hold
653
– – 0.01% 403
2022
Q2 		$15K Hold
653
– – 0.01% 414
2022
Q1 		$16K Hold
653
– – 0.01% 371
2021
Q4 		$18K Hold
653
– – 0.01% 406
2021
Q3 		$18K Hold
653
– – 0.01% 379
2021
Q2 		$18K Hold
653
– – 0.01% 398
2021
Q1 		$18K Hold
653
– – 0.01% 380
2020
Q4 		$18K Hold
653
– – 0.01% 344
2020
Q3 		$17K Buy
+653
New +$17.5K 0.01% 618

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

Founders Financial Alliance's PZA Position: Q2 2026 in Review

Founders Financial Alliance increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1% in Q2 2026, buying an estimated $163 and bringing the position to 697 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Founders Financial Alliance first reported a position in PZA in Q3 2020 and has held it in 21 quarters since. The position peaked at $21.5K in Q1 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Founders Financial Alliance held 697 shares of Invesco National AMT-Free Municipal Bond ETF worth $16.4K as of Q2 2026.
  • Founders Financial Alliance bought 7 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $163.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #654 holding.
  • Founders Financial Alliance first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Founders Financial Alliance's Invesco National AMT-Free Municipal Bond ETF position peaked at $21.5K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.