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

NewEdge Wealth’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	$284K	Buy	12,075 +1,700	+16%	+$39.6K	﹤0.01%	1058
2026 Q1	$238K	Buy	10,375 +306	+3%	+$7.12K	﹤0.01%	1030
2025 Q4	$234K	Buy	10,069 +430	+4%	+$10K	﹤0.01%	1110
2025 Q3	$224K	Sell	9,639 -430	-4%	-$9.63K	﹤0.01%	958
2025 Q2	$224K	Hold	10,069	–	–	﹤0.01%	905
2025 Q1	$232K	Sell	10,069 -4,210	-29%	-$98.8K	﹤0.01%	849
2024 Q4	$337K	Hold	14,279	–	–	0.01%	731
2024 Q3	$345K	Sell	14,279 -910	-6%	-$21.8K	0.01%	695
2024 Q2	$360K	Hold	15,189	–	–	0.01%	615
2024 Q1	$357K	Buy	+15,189	New	+$364K	0.01%	630

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

NewEdge Wealth's PZA Position: Q2 2026 in Review

NewEdge Wealth increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 16% in Q2 2026, buying an estimated $39.6K and bringing the position to 12,075 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

NewEdge Wealth first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. The position peaked at $360K in Q2 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

NewEdge Wealth held 12,075 shares of Invesco National AMT-Free Municipal Bond ETF worth $284K as of Q2 2026.
NewEdge Wealth bought 1,700 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $39.6K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1058 holding.
NewEdge Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $360K in Q2 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.