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

Meridian 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 		$265K Hold
11,250
– – 0.01% 705
2026
Q1 		$259K Hold
11,250
– – 0.01% 673
2025
Q4 		$261K Hold
11,250
– – 0.01% 654
2025
Q3 		$260K Buy
+11,250
New +$252K 0.01% 616
2025
Q2 		– Sell
-10,550
Closed -$243K – 678
2025
Q1 		$243K Hold
10,550
– – 0.01% 560
2024
Q4 		$249K Hold
10,550
– – 0.01% 558
2024
Q3 		$255K Buy
10,550
+1,250
+13% +$29.9K 0.01% 562
2024
Q2 		$220K Buy
+9,300
New +$220K 0.03% 268
2024
Q1 		– Sell
-9,300
Closed -$225K – 422
2023
Q4 		$225K Hold
9,300
– – 0.01% 547
2023
Q3 		$206K Hold
9,300
– – 0.01% 507
2023
Q2 		$219K Hold
9,300
– – 0.02% 500
2023
Q1 		$220K Buy
+9,300
New +$219K 0.02% 493
2022
Q4 		– Sell
-9,105
Closed -$201K – 540
2022
Q3 		$201K Hold
9,105
– – 0.02% 455
2022
Q2 		$213K Sell
9,105
-464
-5% -$11K 0.02% 503
2022
Q1 		$239K Buy
9,569
+3
+0% +$78 0.03% 348
2021
Q4 		$259K Buy
9,566
+2
+0% +$54 0.03% 345
2021
Q3 		$257K Buy
9,564
+3
+0% +$82 0.03% 330
2021
Q2 		$261K Buy
9,561
+3
+0% +$81 0.03% 326
2021
Q1 		$256K Buy
9,558
+2
+0% +$54 0.04% 300
2020
Q4 		$259K Buy
9,556
+1,503
+19% +$40.2K 0.04% 275
2020
Q3 		$214K Buy
+8,053
New +$216K 0.05% 228
2019
Q4 		– Sell
-11,341
Closed -$301K – 210
2019
Q3 		$301K Buy
11,341
+3
+0% +$79 0.14% 149
2019
Q2 		$296K Buy
11,338
+3
+0% +$78 0.12% 147
2019
Q1 		$291K Buy
11,335
+81
+0.7% +$2.04K 0.13% 146
2018
Q4 		$281K Buy
+11,254
New +$278K 0.17% 119

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

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

Meridian Wealth Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 11,250 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #705.

Meridian Wealth Management first reported a position in PZA in Q4 2018 and has held it in 25 quarters since. The position peaked at $301K in Q3 2019. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Meridian Wealth Management held 11,250 shares of Invesco National AMT-Free Municipal Bond ETF worth $265K as of Q2 2026.
  • Meridian Wealth Management 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 Meridian Wealth Management's portfolio in Q2 2026, its #705 holding.
  • Meridian Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Meridian Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $301K in Q3 2019.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.