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 Q3	$5.82M	Sell	272,001 -16,904	-6%	-$384K	0.09%	197
2026 Q2	$6.8M	Buy	288,905 +37,101	+15%	+$864K	0.11%	180
2026 Q1	$5.79M	Buy	+251,804	New	+$5.86M	0.11%	186

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Perigon Wealth Management's PZA Position: Q3 2026 in Review

Perigon Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 5.9% in Q3 2026, selling an estimated $384K and leaving 272,001 shares worth $5.82M. The position accounts for 0.09% of the portfolio, ranked #197.

Perigon Wealth Management first reported a position in PZA in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.8M in Q2 2026. 95 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Perigon Wealth Management held 272,001 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.82M as of Q3 2026.
Perigon Wealth Management sold 16,904 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $384K.
Invesco National AMT-Free Municipal Bond ETF made up 0.09% of Perigon Wealth Management's portfolio in Q3 2026, its #197 holding.
Perigon Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
Perigon Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $6.8M in Q2 2026.
95 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.