GRP
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Global Retirement Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Global Retirement 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 		$78.1K Buy
+3,320
New +$77.3K ﹤0.01% 2232
2025
Q4 		$69.8K Sell
3,012
-730
-20% -$17K ﹤0.01% 2141
2025
Q3 		$86.4K Buy
3,742
+1,338
+56% +$30K ﹤0.01% 1584
2025
Q2 		$53.8K Buy
+2,404
New +$54.1K ﹤0.01% 1727
2024
Q4 		$67.4K Sell
2,856
-730
-20% -$17.4K ﹤0.01% 1466
2024
Q3 		$86.6K Sell
3,586
-5,474
-60% -$131K ﹤0.01% 1307
2024
Q2 		$215K Buy
9,060
+413
+5% +$9.76K 0.01% 854
2024
Q1 		$206K Sell
8,647
-3,005
-26% -$72K 0.01% 780
2023
Q4 		$280K Buy
11,652
+5,195
+80% +$119K 0.01% 634
2023
Q3 		$142K Sell
6,457
-292
-4% -$6.76K 0.01% 800
2023
Q2 		$159K Buy
6,749
+221
+3% +$5.21K 0.01% 778
2023
Q1 		$154K Buy
6,528
+5,338
+449% +$126K 0.01% 769
2022
Q4 		$27.3K Buy
+1,190
New +$27K ﹤0.01% 1346
2018
Q4 		– Sell
-812
Closed -$20K – 1538
2018
Q3 		$20K Hold
812
– – ﹤0.01% 811
2018
Q2 		$20K Buy
+812
New +$20.4K 0.01% 799

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

Global Retirement Partners's PZA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 3,320 shares worth $78.1K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PZA as recently as Q4 2025.

Global Retirement Partners first reported a position in PZA in Q2 2018 and has held it in 15 quarters since. The position peaked at $280K in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Global Retirement Partners held 3,320 shares of Invesco National AMT-Free Municipal Bond ETF worth $78.1K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2232 holding.
  • Global Retirement Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and has held it in 15 quarters since.
  • Global Retirement Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $280K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.