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

KFA Private Wealth Group’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 		$421K Sell
17,899
-1,442
-7% -$33.6K 0.1% 92
2026
Q1 		$444K Buy
19,341
+10,166
+111% +$237K 0.11% 92
2025
Q4 		$213K Sell
9,175
-20
-0.2% -$465 0.05% 142
2025
Q3 		$212K Sell
9,195
-22,051
-71% -$494K 0.06% 131
2025
Q2 		$700K Buy
+31,246
New +$703K 0.22% 56

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

KFA Private Wealth Group's PZA Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.5% in Q2 2026, selling an estimated $33.6K and leaving 17,899 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #92.

KFA Private Wealth Group first reported a position in PZA in Q2 2025 and has held it in 5 quarters since. The position peaked at $700K in Q2 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • KFA Private Wealth Group held 17,899 shares of Invesco National AMT-Free Municipal Bond ETF worth $421K as of Q2 2026.
  • KFA Private Wealth Group sold 1,442 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $33.6K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.1% of KFA Private Wealth Group's portfolio in Q2 2026, its #92 holding.
  • KFA Private Wealth Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $700K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

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