IWC
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Integrated Wealth Concepts’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Integrated Wealth Concepts’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 		$12.1M Buy
514,269
+253,525
+97% +$5.9M 0.06% 297
2026
Q1 		$5.99M Buy
260,744
+39,172
+18% +$912K 0.05% 368
2025
Q4 		$5.14M Buy
221,572
+44,664
+25% +$1.04M 0.06% 287
2025
Q3 		$4.08M Buy
176,908
+54,112
+44% +$1.21M 0.04% 431
2025
Q2 		$2.75M Sell
122,796
-12,329
-9% -$277K 0.03% 518
2025
Q1 		$3.11M Buy
135,125
+58,167
+76% +$1.36M 0.04% 453
2024
Q4 		$1.82M Buy
76,958
+12,317
+19% +$294K 0.02% 597
2024
Q3 		$1.56M Buy
64,641
+9,268
+17% +$222K 0.02% 619
2024
Q2 		$1.31M Sell
55,373
-6,288
-10% -$149K 0.02% 641
2024
Q1 		$1.47M Sell
61,661
-108
-0.2% -$2.59K 0.02% 611
2023
Q4 		$1.49M Sell
61,769
-55,952
-48% -$1.28M 0.02% 579
2023
Q3 		$2.61M Sell
117,721
-1,559,681
-93% -$36.1M 0.05% 364
2023
Q2 		$39.6M Buy
1,677,402
+1,556,105
+1,283% +$36.7M 0.68% 23
2023
Q1 		$2.87M Buy
121,297
+4,908
+4% +$115K 0.06% 300
2022
Q4 		$2.67M Buy
116,389
+18,544
+19% +$420K 0.07% 254
2022
Q3 		$2.16M Buy
97,845
+10,369
+12% +$243K 0.07% 265
2022
Q2 		$2.05M Buy
+87,476
New +$2.08M 0.06% 275
2019
Q3 		– Sell
-7,997
Closed -$209K – 436
2019
Q2 		$209K Sell
7,997
-751
-9% -$19.4K 0.03% 355
2019
Q1 		$224K Buy
+8,748
New +$220K 0.04% 292

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

Integrated Wealth Concepts's PZA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 97% in Q2 2026, buying an estimated $5.9M and bringing the position to 514,269 shares worth $12.1M. The position accounts for 0.06% of the portfolio, ranked #297.

Integrated Wealth Concepts first reported a position in PZA in Q1 2019 and has held it in 19 quarters since. The position peaked at $39.6M in Q2 2023. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Integrated Wealth Concepts held 514,269 shares of Invesco National AMT-Free Municipal Bond ETF worth $12.1M as of Q2 2026.
  • Integrated Wealth Concepts bought 253,525 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.9M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #297 holding.
  • Integrated Wealth Concepts first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Invesco National AMT-Free Municipal Bond ETF position peaked at $39.6M in Q2 2023.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.