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

Modern 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 		$229K Buy
+9,730
New +$227K ﹤0.01% 986
2025
Q2 		– Sell
-9,701
Closed -$224K – 798
2025
Q1 		$224K Sell
9,701
-9,252
-49% -$217K 0.01% 620
2024
Q4 		$447K Buy
+18,953
New +$453K 0.02% 382

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

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

Modern Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 9,730 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in PZA as recently as Q1 2025.

Modern Wealth Management first reported a position in PZA in Q4 2024 and has held it in 3 quarters since. The position peaked at $447K in Q4 2024. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Modern Wealth Management held 9,730 shares of Invesco National AMT-Free Municipal Bond ETF worth $229K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Modern Wealth Management position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #986 holding.
  • Modern Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Modern Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $447K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.