&Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

&Partners’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	$714K	Buy	30,353 +10,254	+51%	+$239K	﹤0.01%	1624
2026 Q1	$462K	Buy	20,099 +3,119	+18%	+$72.6K	﹤0.01%	1741
2025 Q4	$394K	Buy	16,980 +5,811	+52%	+$135K	﹤0.01%	1756
2025 Q3	$258K	Sell	11,169 -1,098	-9%	-$24.6K	﹤0.01%	1828
2025 Q2	$275K	Sell	12,267 -10,860	-47%	-$244K	﹤0.01%	1670
2025 Q1	$531K	Sell	23,127 -3,052	-12%	-$71.6K	0.01%	1107
2024 Q4	$619K	Buy	26,179 +1,021	+4%	+$24.4K	0.01%	979
2024 Q3	$608K	Buy	+25,158	New	+$603K	0.01%	774

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

&Partners's PZA Position: Q2 2026 in Review

&Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 51% in Q2 2026, buying an estimated $239K and bringing the position to 30,353 shares worth $714K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

&Partners first reported a position in PZA in Q3 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

&Partners held 30,353 shares of Invesco National AMT-Free Municipal Bond ETF worth $714K as of Q2 2026.
&Partners bought 10,254 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $239K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1624 holding.
&Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.