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BFC Planning, Inc.’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

BFC Planning, Inc.’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 		$34.4K Hold
1,463
– – ﹤0.01% 1743
2026
Q1 		$33.6K Hold
1,463
– – ﹤0.01% 1496
2025
Q4 		$33.9K Hold
1,463
– – ﹤0.01% 1522
2025
Q3 		$33.8K Hold
1,463
– – ﹤0.01% 1337
2025
Q2 		$32.8K Hold
1,463
– – ﹤0.01% 1294
2025
Q1 		$33.7K Hold
1,463
– – ﹤0.01% 1254
2024
Q4 		$34.5K Buy
+1,463
New +$35K ﹤0.01% 1254

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 22.9% 1-Year Est. Return
Jupiter Topco
Jupiter Topco New York $245B AUM
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

BFC Planning, Inc.'s PZA Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 1,463 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

BFC Planning, Inc. first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5K in Q4 2024. 326 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • BFC Planning, Inc. held 1,463 shares of Invesco National AMT-Free Municipal Bond ETF worth $34.4K as of Q2 2026.
  • BFC Planning, Inc. left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1743 holding.
  • BFC Planning, Inc. first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Invesco National AMT-Free Municipal Bond ETF position peaked at $34.5K in Q4 2024.
  • 326 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.