NA
PZA icon

NewEdge Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

NewEdge 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 		$17M Buy
724,358
+100,034
+16% +$2.33M 0.05% 351
2026
Q1 		$14.3M Buy
624,324
+576,292
+1,200% +$13.4M 0.05% 355
2025
Q4 		$1.11M Buy
48,032
+26,521
+123% +$617K ﹤0.01% 1421
2025
Q3 		$497K Sell
21,511
-3,537
-14% -$79.2K ﹤0.01% 1818
2025
Q2 		$561K Sell
25,048
-1,931
-7% -$43.4K ﹤0.01% 1626
2025
Q1 		$622K Sell
26,979
-1,371
-5% -$32.2K ﹤0.01% 1464
2024
Q4 		$669K Sell
28,350
-11,914
-30% -$285K ﹤0.01% 1379
2024
Q3 		$972K Sell
40,264
-1,291
-3% -$30.9K 0.01% 1122
2024
Q2 		$984K Buy
41,555
+1,046
+3% +$24.7K 0.01% 1077
2024
Q1 		$965K Sell
40,509
-1,105
-3% -$26.5K 0.01% 1016
2023
Q4 		$989K Sell
41,614
-32,799
-44% -$748K 0.01% 936
2023
Q3 		$1.65M Sell
74,413
-2,128
-3% -$49.3K 0.02% 663
2023
Q2 		$1.81M Buy
76,541
+1,228
+2% +$29K 0.02% 623
2023
Q1 		$1.78M Sell
75,313
-37,754
-33% -$888K 0.02% 574
2022
Q4 		$2.55M Sell
113,067
-45,016
-28% -$1.02M 0.07% 290
2022
Q3 		$3.49M Sell
158,083
-83,806
-35% -$1.97M 0.06% 305
2022
Q2 		$5.67M Sell
241,889
-162,072
-40% -$3.85M 0.09% 213
2022
Q1 		$10.1M Sell
403,961
-16,859
-4% -$438K 0.16% 146
2021
Q4 		$11.4M Buy
+420,820
New +$11.3M 0.17% 129

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

NewEdge Advisors's PZA Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 16% in Q2 2026, buying an estimated $2.33M and bringing the position to 724,358 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #351.

NewEdge Advisors first reported a position in PZA in Q4 2021 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • NewEdge Advisors held 724,358 shares of Invesco National AMT-Free Municipal Bond ETF worth $17M as of Q2 2026.
  • NewEdge Advisors bought 100,034 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.33M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of NewEdge Advisors's portfolio in Q2 2026, its #351 holding.
  • NewEdge Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.