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

Perigon Wealth Management’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	$5.79M	Buy	+251,804	New	+$5.86M	0.11%	186

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

Perigon Wealth Management's PZA Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 251,804 shares worth $5.79M. The stake represents 0.11% of the portfolio and ranks #186 among its holdings.

294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Perigon Wealth Management held 251,804 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.79M as of Q1 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Perigon Wealth Management position in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #186 holding.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.