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 Q3	$369K	Sell	17,239 -75	-0.4%	-$1.7K	0.14%	49
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	-$528K	–	52
2023 Q3	$528K	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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Melone Private Wealth's PZA Position: Q3 2026 in Review

Melone Private Wealth reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.43% in Q3 2026, selling an estimated $1.7K and leaving 17,239 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #49.

Melone Private Wealth first reported a position in PZA in Q4 2021 and has held it in 12 quarters since. The position peaked at $656K in Q4 2021. 117 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Melone Private Wealth held 17,239 shares of Invesco National AMT-Free Municipal Bond ETF worth $369K as of Q3 2026.
Melone Private Wealth sold 75 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $1.7K.
Invesco National AMT-Free Municipal Bond ETF made up 0.14% of Melone Private Wealth's portfolio in Q3 2026, its #49 holding.
Melone Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 12 quarters since.
Melone Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $656K in Q4 2021.
117 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.