KWMG LLC
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KWMG LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

KWMG LLC’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 		– Sell
-12,038
Closed -$283K – 156
2026
Q2 		$283K Sell
12,038
-1,047
-8% -$24.4K 0.02% 138
2026
Q1 		$301K Sell
13,085
-21
-0.2% -$489 0.03% 133
2025
Q4 		$304K Buy
13,106
+648
+5% +$15.1K 0.03% 136
2025
Q3 		$288K Sell
12,458
-12,095
-49% -$271K 0.03% 136
2025
Q2 		$550K Buy
+24,553
New +$552K 0.05% 117
2025
Q1 		– Sell
-9,911
Closed -$234K – 145
2024
Q4 		$234K Buy
+9,911
New +$237K 0.02% 132
2024
Q1 		– Sell
-10,369
Closed -$251K – 133
2023
Q4 		$251K Buy
+10,369
New +$237K 0.03% 132
2019
Q2 		– Sell
-17,897
Closed -$459K – 358
2019
Q1 		$459K Sell
17,897
-237
-1% -$5.97K 0.11% 94
2018
Q4 		$453K Sell
18,134
-10,867
-37% -$268K 0.12% 98
2018
Q3 		$719K Sell
29,001
-709
-2% -$17.8K 0.18% 87
2018
Q2 		$746K Sell
29,710
-3,127
-10% -$78.5K 0.2% 88
2018
Q1 		$826K Sell
32,837
-142
-0.4% -$3.59K 0.24% 85
2017
Q4 		$851K Sell
32,979
-1,801
-5% -$46.2K 0.26% 88
2017
Q3 		$888K Sell
34,780
-86
-0.2% -$2.2K 0.29% 87
2017
Q2 		$887K Buy
34,866
+1,328
+4% +$33.7K 0.31% 88
2017
Q1 		$839K Buy
33,538
+18,686
+126% +$467K 0.32% 86
2016
Q4 		$370K Sell
14,852
-2,794
-16% -$70.5K 0.16% 112
2016
Q3 		$460K Buy
17,646
+1,857
+12% +$48.8K 0.22% 112
2016
Q2 		$419K Buy
15,789
+1,388
+10% +$36.2K 0.23% 112
2016
Q1 		$371K Buy
14,401
+1,357
+10% +$34.8K 0.22% 111
2015
Q4 		$332K Buy
13,044
+3,243
+33% +$81.8K 0.22% 110
2015
Q3 		$245K Sell
9,801
-1,123
-10% -$28.1K 0.18% 110
2015
Q2 		$270K Sell
10,924
-1,392
-11% -$34.9K 0.2% 104
2015
Q1 		$309K Buy
12,316
+473
+4% +$12.1K 0.25% 88
2014
Q4 		$303K Buy
+11,843
New +$299K 0.25% 75

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Shepherd Financial Partners
Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

KWMG LLC's PZA Position: Q3 2026 in Review

KWMG LLC sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026, closing a stake of 12,038 shares — an estimated $283K sold.

KWMG LLC first reported a position in PZA in Q4 2014 and held it in 25 quarters. The position peaked at $888K in Q3 2017. 145 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • KWMG LLC reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • KWMG LLC sold 12,038 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $283K.
  • KWMG LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and held it in 25 quarters.
  • KWMG LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $888K in Q3 2017.
  • 145 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.