Leeward Financial Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Leeward Financial Partners’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	$2.24M	Sell	95,441 -249	-0.3%	-$5.8K	0.59%	47
2026 Q1	$2.2M	Buy	95,690 +1,923	+2%	+$44.8K	0.65%	46
2025 Q4	$2.17M	Buy	93,767 +271	+0.3%	+$6.3K	0.61%	44
2025 Q3	$2.16M	Buy	93,496 +23,263	+33%	+$521K	0.61%	46
2025 Q2	$1.57M	Buy	70,233 +5,692	+9%	+$128K	0.5%	49
2025 Q1	$1.49M	Buy	64,541 +2,819	+5%	+$66.1K	0.56%	47
2024 Q4	$1.46M	Buy	61,722 +3,545	+6%	+$84.7K	0.52%	46
2024 Q3	$1.4M	Buy	58,177 +1,806	+3%	+$43.3K	0.53%	48
2024 Q2	$1.33M	Buy	56,371 +1,512	+3%	+$35.7K	0.54%	47
2024 Q1	$1.31M	Buy	54,859 +8,623	+19%	+$206K	0.55%	47
2023 Q4	$1.12M	Buy	46,236 +5,338	+13%	+$122K	0.54%	48
2023 Q3	$906K	Buy	40,898 +5,736	+16%	+$133K	0.5%	51
2023 Q2	$830K	Buy	+35,162	New	+$829K	0.48%	52

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Leeward Financial Partners's PZA Position: Q2 2026 in Review

Leeward Financial Partners reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.26% in Q2 2026, selling an estimated $5.8K and leaving 95,441 shares worth $2.24M. The position accounts for 0.59% of the portfolio, ranked #47.

Leeward Financial Partners first reported a position in PZA in Q2 2023 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Leeward Financial Partners held 95,441 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.24M as of Q2 2026.
Leeward Financial Partners sold 249 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.8K.
Invesco National AMT-Free Municipal Bond ETF made up 0.59% of Leeward Financial Partners's portfolio in Q2 2026, its #47 holding.
Leeward Financial Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.