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

Golden State 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	$5.66M	Buy	240,582 +237,795	+8,532%	+$5.54M	0.52%	38
2026 Q1	$64.1K	Buy	2,787 +2,000	+254%	+$46.6K	0.01%	622
2025 Q4	$18.3K	Buy	787 +95	+14%	+$2.21K	﹤0.01%	944
2025 Q3	$16K	Buy	692 +6	+0.9%	+$134	﹤0.01%	969
2025 Q2	$15.4K	Sell	686 -117	-15%	-$2.63K	﹤0.01%	951
2025 Q1	$18.5K	Sell	803 -1,403	-64%	-$32.9K	﹤0.01%	823
2024 Q4	$52.1K	Buy	+2,206	New	+$52.7K	0.01%	569

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

Golden State Wealth Management's PZA Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8,532% in Q2 2026, buying an estimated $5.54M and bringing the position to 240,582 shares worth $5.66M. The position accounts for 0.52% of the portfolio, ranked #38.

Golden State Wealth Management first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Golden State Wealth Management held 240,582 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.66M as of Q2 2026.
Golden State Wealth Management bought 237,795 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.54M.
Invesco National AMT-Free Municipal Bond ETF made up 0.52% of Golden State Wealth Management's portfolio in Q2 2026, its #38 holding.
Golden State Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.