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Laurel Oak Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Laurel Oak Wealth Management’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 		$231K Sell
9,812
-412
-4% -$9.59K 0.03% 332
2026
Q1 		$235K Buy
10,224
+412
+4% +$9.59K 0.04% 312
2025
Q4 		$228K Buy
+9,812
New +$228K 0.04% 315

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

Laurel Oak Wealth Management's PZA Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4% in Q2 2026, selling an estimated $9.59K and leaving 9,812 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #332.

Laurel Oak Wealth Management first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. The position peaked at $235K in Q1 2026. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Laurel Oak Wealth Management held 9,812 shares of Invesco National AMT-Free Municipal Bond ETF worth $231K as of Q2 2026.
  • Laurel Oak Wealth Management sold 412 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $9.59K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Laurel Oak Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $235K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.