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Moneta Group Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Moneta Group Investment Advisors’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 		$4.25M Sell
180,536
-15,268
-8% -$356K 0.03% 205
2026
Q1 		$4.5M Buy
195,804
+8,505
+5% +$198K 0.03% 179
2025
Q4 		$4.34M Buy
187,299
+6,498
+4% +$151K 0.03% 179
2025
Q3 		$4.17M Buy
+180,801
New +$4.05M 0.03% 175
2024
Q4 		– Sell
-19,186
Closed -$463K – 691
2024
Q3 		$463K Buy
+19,186
New +$460K 0.01% 424
2019
Q2 		– Sell
-11,224
Closed -$288K – 273
2019
Q1 		$288K Sell
11,224
-137
-1% -$3.45K 0.03% 178
2018
Q4 		$283K Buy
11,361
+3,151
+38% +$77.7K 0.03% 178
2018
Q3 		$204K Buy
+8,210
New +$206K 0.02% 221

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

Moneta Group Investment Advisors's PZA Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.8% in Q2 2026, selling an estimated $356K and leaving 180,536 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #205.

Moneta Group Investment Advisors first reported a position in PZA in Q3 2018 and has held it in 8 quarters since. The position peaked at $4.5M in Q1 2026. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Moneta Group Investment Advisors held 180,536 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.25M as of Q2 2026.
  • Moneta Group Investment Advisors sold 15,268 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $356K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #205 holding.
  • Moneta Group Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2018 and has held it in 8 quarters since.
  • Moneta Group Investment Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $4.5M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.