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 Q2	$237K	Sell	10,095 -1,436	-12%	-$33.4K	0.01%	445
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 $1.55T 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

Parcion Private Wealth's PZA Position: Q2 2026 in Review

Parcion Private Wealth reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 12% in Q2 2026, selling an estimated $33.4K and leaving 10,095 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #445.

Parcion Private Wealth first reported a position in PZA in Q1 2023 and has held it in 14 quarters since. The position peaked at $22.7M in Q1 2025. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Parcion Private Wealth held 10,095 shares of Invesco National AMT-Free Municipal Bond ETF worth $237K as of Q2 2026.
Parcion Private Wealth sold 1,436 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $33.4K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Parcion Private Wealth's portfolio in Q2 2026, its #445 holding.
Parcion Private Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Parcion Private Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $22.7M in Q1 2025.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.