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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's PZA Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.5% in Q1 2026, buying an estimated $198K and bringing the position to 195,804 shares worth $4.5M. The position accounts for 0.03% of the portfolio, ranked #179.

Moneta Group Investment Advisors first reported a position in PZA in Q3 2018 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Moneta Group Investment Advisors held 195,804 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.5M as of Q1 2026.
Moneta Group Investment Advisors bought 8,505 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $198K.
Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #179 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 7 quarters since.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.