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

Institute for 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	$7.88K	Buy	+335	New	+$7.8K	﹤0.01%	1366
2020 Q1	–	Sell	-734	Closed	-$19K	–	611
2019 Q4	$19K	Buy	+734	New	+$19.4K	﹤0.01%	568

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 22.9% 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

Institute for Wealth Management's PZA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 335 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PZA as recently as Q4 2019.

Institute for Wealth Management first reported a position in PZA in Q4 2019 and has held it in 2 quarters since. The position peaked at $19K in Q4 2019. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Institute for Wealth Management held 335 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.88K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1366 holding.
Institute for Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $19K in Q4 2019.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.