MFG
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Merit Financial Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Merit Financial Group’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 		$1.03M Buy
43,960
+116
+0.3% +$2.7K 0.01% 1065
2026
Q1 		$1.01M Buy
43,844
+394
+0.9% +$9.17K 0.01% 978
2025
Q4 		$1.01M Buy
43,450
+325
+0.8% +$7.56K 0.01% 952
2025
Q3 		$996K Sell
43,125
-472
-1% -$10.6K 0.01% 868
2025
Q2 		$976K Buy
43,597
+815
+2% +$18.3K 0.01% 799
2025
Q1 		$986K Sell
42,782
-764
-2% -$17.9K 0.01% 658
2024
Q4 		$1.03M Sell
43,546
-1,085
-2% -$25.9K 0.02% 504
2024
Q3 		$1.08M Buy
44,631
+3,194
+8% +$76.5K 0.02% 405
2024
Q2 		$981K Buy
41,437
+7
+0% +$165 0.02% 415
2024
Q1 		$977K Buy
41,430
+15
+0% +$359 0.02% 405
2023
Q4 		$1M Buy
41,415
+10
+0% +$228 0.03% 316
2023
Q3 		$918K Buy
+41,405
New +$959K 0.03% 338

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

Merit Financial Group's PZA Position: Q2 2026 in Review

Merit Financial Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.26% in Q2 2026, buying an estimated $2.7K and bringing the position to 43,960 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1065.

Merit Financial Group first reported a position in PZA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Merit Financial Group held 43,960 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.03M as of Q2 2026.
  • Merit Financial Group bought 116 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.7K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1065 holding.
  • Merit Financial Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Merit Financial Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.08M in Q3 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.