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Great Valley Advisor Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Great Valley Advisor Group’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 		$223K Hold
9,493
– – ﹤0.01% 951
2026
Q1 		$218K Sell
9,493
-26
-0.3% -$605 ﹤0.01% 933
2025
Q4 		$221K Sell
9,519
-815
-8% -$19K ﹤0.01% 865
2025
Q3 		$239K Hold
10,334
– – ﹤0.01% 842
2025
Q2 		$231K Buy
+10,334
New +$232K 0.01% 821

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

Great Valley Advisor Group's PZA Position: Q2 2026 in Review

Great Valley Advisor Group held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 9,493 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Great Valley Advisor Group first reported a position in PZA in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q3 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Great Valley Advisor Group held 9,493 shares of Invesco National AMT-Free Municipal Bond ETF worth $223K as of Q2 2026.
  • Great Valley Advisor Group left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #951 holding.
  • Great Valley Advisor Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Great Valley Advisor Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $239K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.