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Liberty Square Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Liberty Square Wealth 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 		$245K Hold
10,437
– – 0.06% 127
2026
Q1 		$240K Hold
10,437
– – 0.07% 128
2025
Q4 		$242K Hold
10,437
– – 0.07% 130
2025
Q3 		$241K Hold
10,437
– – 0.07% 130
2025
Q2 		$234K Hold
10,437
– – 0.08% 133
2025
Q1 		$240K Hold
10,437
– – 0.09% 127
2024
Q4 		$246K Buy
+10,437
New +$249K 0.09% 131

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

Liberty Square Wealth Partners's PZA Position: Q2 2026 in Review

Liberty Square Wealth Partners held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 10,437 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #127.

Liberty Square Wealth Partners first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $246K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Liberty Square Wealth Partners held 10,437 shares of Invesco National AMT-Free Municipal Bond ETF worth $245K as of Q2 2026.
  • Liberty Square Wealth Partners left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.06% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Liberty Square Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $246K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.