GKWIM
PZA icon

Gerber Kawasaki Wealth & Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$19M Buy
808,140
+73,495
+10% +$1.71M 0.51% 47
2026
Q1 		$16.9M Buy
734,645
+55,332
+8% +$1.29M 0.54% 44
2025
Q4 		$15.8M Buy
679,313
+2,281
+0.3% +$53.1K 0.55% 41
2025
Q3 		$15.6M Buy
677,032
+177,326
+35% +$3.97M 0.54% 42
2025
Q2 		$11.2M Buy
499,706
+36,652
+8% +$824K 0.43% 52
2025
Q1 		$10.7M Buy
463,054
+82,306
+22% +$1.93M 0.48% 47
2024
Q4 		$8.99M Sell
380,748
-291
-0.1% -$6.95K 0.39% 53
2024
Q3 		$9.2M Buy
381,039
+83,337
+28% +$2M 0.42% 53
2024
Q2 		$7.05M Buy
297,702
+35,952
+14% +$849K 0.35% 59
2024
Q1 		$6.24M Buy
261,750
+40,544
+18% +$971K 0.34% 58
2023
Q4 		$5.35M Buy
221,206
+41,038
+23% +$937K 0.32% 60
2023
Q3 		$3.99M Buy
180,168
+41,787
+30% +$968K 0.27% 70
2023
Q2 		$3.27M Buy
138,381
+104,685
+311% +$2.47M 0.22% 81
2023
Q1 		$798K Buy
33,696
+23,775
+240% +$559K 0.06% 140
2022
Q4 		$228K Sell
9,921
-59,006
-86% -$1.34M 0.02% 222
2022
Q3 		$1.52M Buy
68,927
+19,586
+40% +$460K 0.14% 95
2022
Q2 		$1.16M Buy
+49,341
New +$1.17M 0.11% 106

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

Gerber Kawasaki Wealth & Investment Management's PZA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 10% in Q2 2026, buying an estimated $1.71M and bringing the position to 808,140 shares worth $19M. The position accounts for 0.51% of the portfolio, ranked #47.

Gerber Kawasaki Wealth & Investment Management first reported a position in PZA in Q2 2022 and has held it in 17 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 808,140 shares of Invesco National AMT-Free Municipal Bond ETF worth $19M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 73,495 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.71M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.51% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #47 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.