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IFG Advisory’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

IFG Advisory’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 		$549K Buy
+23,338
New +$543K 0.02% 580
2026
Q1 		– Sell
-24,722
Closed -$573K – 740
2025
Q4 		$573K Buy
24,722
+1,789
+8% +$41.6K 0.03% 475
2025
Q3 		$530K Buy
22,933
+4,053
+21% +$90.8K 0.02% 482
2025
Q2 		$423K Sell
18,880
-1,831
-9% -$41.2K 0.02% 504
2025
Q1 		$477K Sell
20,711
-8,028
-28% -$188K 0.03% 443
2024
Q4 		$679K Buy
28,739
+2,449
+9% +$58.5K 0.04% 358
2024
Q3 		$635K Buy
26,290
+3,675
+16% +$88K 0.04% 313
2024
Q2 		$536K Buy
22,615
+2,313
+11% +$54.6K 0.03% 389
2024
Q1 		$484K Buy
20,302
+5,416
+36% +$130K 0.04% 315
2023
Q4 		$360K Buy
14,886
+383
+3% +$8.74K 0.03% 435
2023
Q3 		$321K Buy
14,503
+1,883
+15% +$43.6K 0.03% 422
2023
Q2 		$298K Buy
12,620
+1,215
+11% +$28.7K 0.03% 294
2023
Q1 		$270K Sell
11,405
-3,662
-24% -$86.2K 0.03% 427
2022
Q4 		$345K Sell
15,067
-616
-4% -$14K 0.03% 376
2022
Q3 		$346K Buy
15,683
+559
+4% +$13.1K 0.03% 379
2022
Q2 		$354K Buy
15,124
+2,851
+23% +$67.7K 0.04% 347
2022
Q1 		$305K Sell
12,273
-4,388
-26% -$114K 0.03% 395
2021
Q4 		$451K Buy
16,661
+22
+0.1% +$593 0.04% 320
2021
Q3 		$446K Buy
16,639
+3,294
+25% +$89.8K 0.05% 321
2021
Q2 		$363K Buy
13,345
+3,633
+37% +$98.6K 0.04% 356
2021
Q1 		$259K Buy
+9,712
New +$262K 0.03% 417

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

IFG Advisory's PZA Position: Q2 2026 in Review

IFG Advisory opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 23,338 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #580 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PZA as recently as Q4 2025.

IFG Advisory first reported a position in PZA in Q1 2021 and has held it in 21 quarters since. The position peaked at $679K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • IFG Advisory held 23,338 shares of Invesco National AMT-Free Municipal Bond ETF worth $549K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new IFG Advisory position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #580 holding.
  • IFG Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • IFG Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $679K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.