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Meramec Financial Planners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Meramec Financial Planners’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 		$22.9K Hold
1,000
– – 0.01% 298
2026
Q1 		$23.3K Hold
1,000
– – 0.01% 269
2025
Q4 		$23.4K Buy
+1,000
New +$23.3K 0.01% 268

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Meramec Financial Planners's PZA Position: Q2 2026 in Review

Meramec Financial Planners held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 1,000 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #298.

Meramec Financial Planners first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.4K in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Meramec Financial Planners held 1,000 shares of Invesco National AMT-Free Municipal Bond ETF worth $22.9K as of Q2 2026.
  • Meramec Financial Planners left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #298 holding.
  • Meramec Financial Planners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Invesco National AMT-Free Municipal Bond ETF position peaked at $23.4K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.