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Kestra Private Wealth Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Kestra Private Wealth Services’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 		$332K Buy
+14,126
New +$329K ﹤0.01% 1457
2025
Q1 		– Sell
-18,566
Closed -$438K – 1557
2024
Q4 		$438K Sell
18,566
-324
-2% -$7.74K 0.01% 981
2024
Q3 		$456K Buy
+18,890
New +$453K 0.01% 919

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 22.9% 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

Kestra Private Wealth Services's PZA Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 14,126 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #1457 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in PZA as recently as Q4 2024.

Kestra Private Wealth Services first reported a position in PZA in Q3 2024 and has held it in 3 quarters since. The position peaked at $456K in Q3 2024. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Kestra Private Wealth Services held 14,126 shares of Invesco National AMT-Free Municipal Bond ETF worth $332K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1457 holding.
  • Kestra Private Wealth Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $456K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.