LCW Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

LCW 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 Q3	$443K	Buy	+20,710	New	+$470K	0.18%	30

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

LCW Services's PZA Position: Q3 2026 in Review

LCW Services opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 20,710 shares worth $443K. The stake represents 0.18% of the portfolio and ranks #30 among its holdings.

80 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

LCW Services held 20,710 shares of Invesco National AMT-Free Municipal Bond ETF worth $443K as of Q3 2026.
Invesco National AMT-Free Municipal Bond ETF was a new LCW Services position in Q3 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.18% of LCW Services's portfolio in Q3 2026, its #30 holding.
80 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on LCW Services's 13F filing for Q3 2026, filed 21 Oct 2026.