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Greykasell Wealth Strategies’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Greykasell Wealth Strategies’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 		$109K Hold
4,639
– – 0.04% 185
2026
Q1 		$107K Hold
4,639
– – 0.04% 188
2025
Q4 		$108K Hold
4,639
– – 0.04% 183
2025
Q3 		$107K Hold
4,639
– – 0.05% 170
2025
Q2 		$104K Hold
4,639
– – 0.05% 161
2025
Q1 		$107K Buy
+4,639
New +$109K 0.06% 152

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

Greykasell Wealth Strategies's PZA Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 4,639 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #185.

Greykasell Wealth Strategies first reported a position in PZA in Q1 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Greykasell Wealth Strategies held 4,639 shares of Invesco National AMT-Free Municipal Bond ETF worth $109K as of Q2 2026.
  • Greykasell Wealth Strategies left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #185 holding.
  • Greykasell Wealth Strategies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.