Magnolia Private Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Magnolia Private Wealth’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 Q1	$595K	Buy	+25,871	New	+$602K	0.4%	58

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Magnolia Private Wealth's PZA Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 25,871 shares worth $595K. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Magnolia Private Wealth held 25,871 shares of Invesco National AMT-Free Municipal Bond ETF worth $595K as of Q1 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Magnolia Private Wealth position in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.4% of Magnolia Private Wealth's portfolio in Q1 2026, its #58 holding.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.