Geneos Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Geneos Wealth Management’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	$8.55K	Sell	364 -422	-54%	-$9.83K	﹤0.01%	2060
2026 Q1	$18.1K	Buy	786 +7	+0.9%	+$163	﹤0.01%	1811
2025 Q4	$18.1K	Buy	779 +7	+0.9%	+$163	﹤0.01%	1771
2025 Q3	$17.8K	Sell	772 -65	-8%	-$1.46K	﹤0.01%	1763
2025 Q2	$18.7K	Hold	837	–	–	﹤0.01%	2058
2025 Q1	$19.3K	Buy	+837	New	+$19.6K	﹤0.01%	1967
2024 Q1	–	Sell	-2,126	Closed	-$51.4K	–	2203
2023 Q4	$51.4K	Hold	2,126	–	–	﹤0.01%	1051
2023 Q3	$47.1K	Hold	2,126	–	–	﹤0.01%	1098
2023 Q2	$50.2K	Hold	2,126	–	–	﹤0.01%	1077
2023 Q1	$50.3K	Buy	+2,126	New	+$50K	﹤0.01%	1082

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

Geneos Wealth Management's PZA Position: Q2 2026 in Review

Geneos Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 54% in Q2 2026, selling an estimated $9.83K and leaving 364 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Geneos Wealth Management first reported a position in PZA in Q1 2023 and has held it in 10 quarters since. The position peaked at $51.4K in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Geneos Wealth Management held 364 shares of Invesco National AMT-Free Municipal Bond ETF worth $8.55K as of Q2 2026.
Geneos Wealth Management sold 422 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $9.83K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2060 holding.
Geneos Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 10 quarters since.
Geneos Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $51.4K in Q4 2023.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.