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

Melone 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 Q2	$407K	Buy	17,314 +2,209	+15%	+$51.4K	0.16%	50
2026 Q1	$347K	Buy	15,105 +5,318	+54%	+$124K	0.14%	52
2025 Q4	$227K	Buy	+9,787	New	+$228K	0.1%	57
2023 Q4	–	Sell	-23,849	Closed	-$529K	–	52
2023 Q3	$529K	Buy	23,849 +178	+0.8%	+$4.12K	0.38%	36
2023 Q2	$559K	Buy	23,671 +176	+0.7%	+$4.15K	0.39%	37
2023 Q1	$563K	Buy	23,495 +3,355	+17%	+$78.9K	0.43%	36
2022 Q4	$462K	Buy	20,140 +143	+0.7%	+$3.24K	0.39%	39
2022 Q3	$450K	Buy	19,997 +132	+0.7%	+$3.1K	0.39%	44
2022 Q2	$471K	Buy	19,865 +126	+0.6%	+$2.99K	0.4%	44
2022 Q1	$471K	Sell	19,739 -4,467	-18%	-$116K	0.38%	48
2021 Q4	$656K	Buy	+24,206	New	+$653K	0.49%	46

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

Melone Private Wealth's PZA Position: Q2 2026 in Review

Melone Private Wealth increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 15% in Q2 2026, buying an estimated $51.4K and bringing the position to 17,314 shares worth $407K. The position accounts for 0.16% of the portfolio, ranked #50.

Melone Private Wealth first reported a position in PZA in Q4 2021 and has held it in 11 quarters since. The position peaked at $656K in Q4 2021. 141 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Melone Private Wealth held 17,314 shares of Invesco National AMT-Free Municipal Bond ETF worth $407K as of Q2 2026.
Melone Private Wealth bought 2,209 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $51.4K.
Invesco National AMT-Free Municipal Bond ETF made up 0.16% of Melone Private Wealth's portfolio in Q2 2026, its #50 holding.
Melone Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 11 quarters since.
Melone Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $656K in Q4 2021.
141 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.