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 Q3	$319K	Sell	14,919 -2,980	-17%	-$67.6K	0.08%	116
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

KFA Private Wealth Group's PZA Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 17% in Q3 2026, selling an estimated $67.6K and leaving 14,919 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #116.

KFA Private Wealth Group first reported a position in PZA in Q2 2025 and has held it in 6 quarters since. The position peaked at $700K in Q2 2025. 14 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

KFA Private Wealth Group held 14,919 shares of Invesco National AMT-Free Municipal Bond ETF worth $319K as of Q3 2026.
KFA Private Wealth Group sold 2,980 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $67.6K.
Invesco National AMT-Free Municipal Bond ETF made up 0.08% of KFA Private Wealth Group's portfolio in Q3 2026, its #116 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 6 quarters since.
KFA Private Wealth Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $700K in Q2 2025.
14 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.