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

Mount Yale 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 		$4.1M Buy
178,527
+121,187
+211% +$2.82M 0.1% 217
2025
Q4 		$1.33M Sell
57,340
-924
-2% -$21.5K 0.06% 260
2025
Q3 		$1.35M Buy
+58,264
New +$1.31M 0.09% 225

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 1-Year Est. Return

Mount Yale Investment Advisors's PZA Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 211% in Q1 2026, buying an estimated $2.82M and bringing the position to 178,527 shares worth $4.1M. The position accounts for 0.1% of the portfolio, ranked #217.

Mount Yale Investment Advisors first reported a position in PZA in Q3 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Mount Yale Investment Advisors held 178,527 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 121,187 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $2.82M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #217 holding.
  • Mount Yale Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.