LGT Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

LGT Financial Advisors’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	$38.7K	Buy	1,646 +26	+2%	+$605	0.2%	74
2026 Q1	$37.2K	Buy	1,620 +280	+21%	+$6.52K	0.19%	77
2025 Q4	$31.1K	Buy	1,340 +1,062	+382%	+$24.7K	0.19%	80
2025 Q3	$6.42K	Buy	+278	New	+$6.23K	0.01%	277
2025 Q1	–	Sell	-1,536	Closed	-$36.3K	–	623
2024 Q4	$36.3K	Buy	1,536 +12	+0.8%	+$287	0.08%	198
2024 Q3	$36.8K	Buy	1,524 +12	+0.8%	+$287	0.09%	171
2024 Q2	$35.8K	Buy	1,512 +13	+0.9%	+$307	0.08%	200
2024 Q1	$35.7K	Buy	1,499 +11	+0.7%	+$263	0.04%	268
2023 Q4	$36K	Buy	1,488 +12	+0.8%	+$274	0.04%	247
2023 Q3	$32.7K	Buy	+1,476	New	+$34.2K	0.04%	262
2023 Q1	–	Sell	-1,443	Closed	-$33.1K	–	168
2022 Q4	$33.1K	Buy	+1,443	New	+$32.7K	0.04%	145

Other funds holding PZA

CCWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

LGT Financial Advisors's PZA Position: Q2 2026 in Review

LGT Financial Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.6% in Q2 2026, buying an estimated $605 and bringing the position to 1,646 shares worth $38.7K. The position accounts for 0.2% of the portfolio, ranked #74.

LGT Financial Advisors first reported a position in PZA in Q4 2022 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

LGT Financial Advisors held 1,646 shares of Invesco National AMT-Free Municipal Bond ETF worth $38.7K as of Q2 2026.
LGT Financial Advisors bought 26 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $605.
Invesco National AMT-Free Municipal Bond ETF made up 0.2% of LGT Financial Advisors's portfolio in Q2 2026, its #74 holding.
LGT Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 11 quarters since.
141 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.