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

Parcion Private 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 Q1	$265K	Buy	11,531 +1,958	+20%	+$45.6K	0.02%	361
2025 Q4	$222K	Hold	9,573	–	–	0.01%	391
2025 Q3	$221K	Sell	9,573 -66,557	-87%	-$1.49M	0.01%	329
2025 Q2	$1.7M	Sell	76,130 -909,085	-92%	-$20.4M	0.12%	99
2025 Q1	$22.7M	Buy	985,215 +119,852	+14%	+$2.81M	1.85%	14
2024 Q4	$20.4M	Buy	865,363 +41,113	+5%	+$982K	1.56%	16
2024 Q3	$19.9M	Buy	824,250 +154,400	+23%	+$3.7M	1.66%	12
2024 Q2	$15.9M	Buy	669,850 +181,195	+37%	+$4.28M	1.45%	16
2024 Q1	$11.6M	Buy	488,655 +157,243	+47%	+$3.77M	1.03%	19
2023 Q4	$8.01M	Sell	331,412 -95,798	-22%	-$2.19M	0.73%	25
2023 Q3	$9.47M	Sell	427,210 -8,873	-2%	-$206K	0.98%	24
2023 Q2	$10.3M	Buy	436,083 +139,486	+47%	+$3.29M	1.04%	23
2023 Q1	$7.02M	Buy	+296,597	New	+$6.98M	0.73%	28

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

Parcion Private Wealth's PZA Position: Q1 2026 in Review

Parcion Private Wealth increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 20% in Q1 2026, buying an estimated $45.6K and bringing the position to 11,531 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #361.

Parcion Private Wealth first reported a position in PZA in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.7M in Q1 2025. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Parcion Private Wealth held 11,531 shares of Invesco National AMT-Free Municipal Bond ETF worth $265K as of Q1 2026.
Parcion Private Wealth bought 1,958 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $45.6K.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Parcion Private Wealth's portfolio in Q1 2026, its #361 holding.
Parcion Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 13 quarters since.
Parcion Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $22.7M in Q1 2025.
293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.