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J.W. Cole Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

J.W. Cole Advisors’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 		$631K Buy
26,809
+3,991
+17% +$92.9K 0.01% 927
2026
Q1 		$524K Buy
22,818
+602
+3% +$14K 0.02% 504
2025
Q4 		$515K Buy
22,216
+456
+2% +$10.6K 0.01% 890
2025
Q3 		$502K Hold
21,760
– – 0.01% 982
2025
Q2 		$487K Hold
21,760
– – 0.01% 925
2025
Q1 		$501K Buy
+21,760
New +$511K 0.02% 767
2020
Q4 		– Sell
-9,245
Closed -$246K – 831
2020
Q3 		$246K Buy
+9,245
New +$248K 0.02% 603

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

J.W. Cole Advisors's PZA Position: Q2 2026 in Review

J.W. Cole Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 17% in Q2 2026, buying an estimated $92.9K and bringing the position to 26,809 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #927.

J.W. Cole Advisors first reported a position in PZA in Q3 2020 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • J.W. Cole Advisors held 26,809 shares of Invesco National AMT-Free Municipal Bond ETF worth $631K as of Q2 2026.
  • J.W. Cole Advisors bought 3,991 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $92.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #927 holding.
  • J.W. Cole Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.