Mascoma Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Mascoma Wealth Management’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	$288K	Buy	12,252 +24	+0.2%	+$559	0.05%	78
2026 Q1	$281K	Buy	12,228 +22	+0.2%	+$512	0.06%	78
2025 Q4	$283K	Buy	12,206 +23	+0.2%	+$535	0.06%	74
2025 Q3	$281K	Buy	12,183 +23	+0.2%	+$515	0.06%	75
2025 Q2	$272K	Sell	12,160 -8,507	-41%	-$191K	0.06%	74
2025 Q1	$476K	Buy	20,667 +20	+0.1%	+$469	0.12%	59
2024 Q4	$487K	Sell	20,647 -1,131	-5%	-$27K	0.12%	56
2024 Q3	$526K	Buy	21,778 +19	+0.1%	+$455	0.13%	53
2024 Q2	$515K	Sell	21,759 -1,381	-6%	-$32.6K	0.14%	51
2024 Q1	$551K	Sell	23,140 -10,998	-32%	-$263K	0.16%	49
2023 Q4	$825K	Sell	34,138 -2,920	-8%	-$66.6K	0.25%	42
2023 Q3	$821K	Sell	37,058 -1,114	-3%	-$25.8K	0.26%	45
2023 Q2	$891K	Buy	38,172 +1,181	+3%	+$27.9K	0.27%	45
2023 Q1	$877K	Sell	36,991 -4,623	-11%	-$109K	0.26%	48
2022 Q4	$955K	Sell	41,614 -4,816	-10%	-$109K	0.3%	47
2022 Q3	$1.02M	Sell	46,430 -11,467	-20%	-$269K	0.35%	45
2022 Q2	$1.36M	Buy	57,897 +3,777	+7%	+$89.7K	0.46%	42
2022 Q1	$1.35M	Sell	54,120 -537	-1%	-$14K	0.43%	44
2021 Q4	$1.48M	Buy	54,657 +6,211	+13%	+$167K	0.51%	42
2021 Q3	$1.3M	Buy	48,446 +3,175	+7%	+$86.6K	0.5%	35
2021 Q2	$1.23M	Buy	45,271 +1,632	+4%	+$44.3K	0.53%	35
2021 Q1	$1.17M	Sell	43,639 -944	-2%	-$25.5K	0.5%	37
2020 Q4	$1.21M	Buy	+44,583	New	+$1.19M	0.6%	32
2019 Q3	$984K	Buy	37,083 +13,982	+61%	+$370K	0.62%	32
2019 Q2	$604K	Buy	23,101 +8,301	+56%	+$215K	0.38%	41
2019 Q1	$380K	Buy	14,800 +10,800	+270%	+$272K	0.26%	49
2018 Q4	$100K	Hold	4,000	–	–	0.08%	101
2018 Q3	$99K	Buy	+4,000	New	+$100K	0.07%	125

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

Mascoma Wealth Management's PZA Position: Q2 2026 in Review

Mascoma Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.2% in Q2 2026, buying an estimated $559 and bringing the position to 12,252 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #78.

Mascoma Wealth Management first reported a position in PZA in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.48M in Q4 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Mascoma Wealth Management held 12,252 shares of Invesco National AMT-Free Municipal Bond ETF worth $288K as of Q2 2026.
Mascoma Wealth Management bought 24 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $559.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Mascoma Wealth Management's portfolio in Q2 2026, its #78 holding.
Mascoma Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2018 and has held it in 28 quarters since.
Mascoma Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.48M in Q4 2021.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.