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Gateway Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Gateway Wealth Partners’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 		$318K Sell
13,530
-5,281
-28% -$123K 0.02% 606
2026
Q1 		$432K Buy
+18,811
New +$438K 0.02% 612

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

Gateway Wealth Partners's PZA Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 28% in Q2 2026, selling an estimated $123K and leaving 13,530 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #606.

Gateway Wealth Partners first reported a position in PZA in Q1 2026 and has held it in 2 quarters since. The position peaked at $432K in Q1 2026. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Gateway Wealth Partners held 13,530 shares of Invesco National AMT-Free Municipal Bond ETF worth $318K as of Q2 2026.
  • Gateway Wealth Partners sold 5,281 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $123K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #606 holding.
  • Gateway Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $432K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.