MPWT
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MassMutual Private Wealth & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

MassMutual Private Wealth & Trust’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 		$88.7K Buy
3,770
+10
+0.3% +$233 ﹤0.01% 609
2026
Q1 		$86.4K Buy
3,760
+3,687
+5,051% +$85.8K ﹤0.01% 606
2025
Q4 		$1.69K Hold
73
– – ﹤0.01% 2041
2025
Q3 		$1.69K Hold
73
– – ﹤0.01% 2030
2025
Q2 		$1.63K Sell
73
-12,346
-99% -$278K ﹤0.01% 2012
2025
Q1 		$286K Buy
12,419
+402
+3% +$9.43K 0.01% 384
2024
Q4 		$284K Buy
12,017
+2,238
+23% +$53.5K 0.01% 397
2024
Q3 		$236K Sell
9,779
-164
-2% -$3.93K 0.01% 381
2024
Q2 		$235K Sell
9,943
-5,007
-33% -$118K 0.01% 381
2024
Q1 		$356K Sell
14,950
-1,192
-7% -$28.5K 0.01% 325
2023
Q4 		$390K Buy
16,142
+5,589
+53% +$128K 0.01% 310
2023
Q3 		$234K Sell
10,553
-9,410
-47% -$218K 0.01% 354
2023
Q2 		$471K Buy
19,963
+9,824
+97% +$232K 0.02% 284
2023
Q1 		$240K Sell
10,139
-10,762
-51% -$253K 0.01% 338
2022
Q4 		$479K Sell
20,901
-527
-2% -$11.9K 0.02% 279
2022
Q3 		$473K Sell
21,428
-13,681
-39% -$321K 0.02% 269
2022
Q2 		$823K Sell
35,109
-20,623
-37% -$490K 0.04% 234
2022
Q1 		$1.39M Buy
55,732
+156
+0.3% +$4.06K 0.05% 209
2021
Q4 		$1.51M Buy
55,576
+46,083
+485% +$1.24M 0.06% 213
2021
Q3 		$255K Buy
9,493
+601
+7% +$16.4K 0.01% 328
2021
Q2 		$242K Sell
8,892
-43
-0.5% -$1.17K 0.01% 332
2021
Q1 		$239K Buy
+8,935
New +$241K 0.01% 328
2018
Q4 		– Sell
-26,929
Closed -$668K – 1035
2018
Q3 		$668K Sell
26,929
-73,655
-73% -$1.85M 0.05% 229
2018
Q2 		$2.53M Buy
100,584
+234
+0.2% +$5.88K 0.2% 122
2018
Q1 		$2.52M Sell
100,350
-3,946
-4% -$99.7K 0.21% 114
2017
Q4 		$2.69M Buy
+104,296
New +$2.67M 0.22% 113

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

MassMutual Private Wealth & Trust's PZA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.27% in Q2 2026, buying an estimated $233 and bringing the position to 3,770 shares worth $88.7K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

MassMutual Private Wealth & Trust first reported a position in PZA in Q4 2017 and has held it in 26 quarters since. The position peaked at $2.69M in Q4 2017. 44 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 3,770 shares of Invesco National AMT-Free Municipal Bond ETF worth $88.7K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 10 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $233.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #609 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • MassMutual Private Wealth & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.69M in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.