PBF
PZA icon

Petix & Botte Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Petix & Botte Financial’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 		$4.85M Buy
206,208
+111,969
+119% +$2.61M 0.98% 27
2026
Q1 		$4.33M Sell
94,239
-88,029
-48% -$2.05M 0.97% 27
2025
Q4 		$4.23M Buy
182,268
+7,390
+4% +$172K 0.96% 28
2025
Q3 		$4.04M Buy
174,878
+13,496
+8% +$302K 0.93% 30
2025
Q2 		$3.61M Buy
161,382
+25,630
+19% +$577K 0.89% 32
2025
Q1 		$3.13M Buy
135,752
+32,920
+32% +$772K 0.82% 34
2024
Q4 		$2.43M Buy
102,832
+40,818
+66% +$975K 0.64% 36
2024
Q3 		$1.5M Sell
62,014
-1,438
-2% -$34.4K 0.4% 40
2024
Q2 		$1.5M Buy
63,452
+31,726
+100% +$750K 0.43% 36
2024
Q1 		$756K Sell
31,726
-31,726
-50% -$760K 0.19% 79
2023
Q4 		$1.53M Hold
63,452
– – 0.45% 35
2023
Q3 		$1.41M Buy
63,452
+29,000
+84% +$672K 0.44% 36
2023
Q2 		$813K Buy
34,452
+17,191
+100% +$405K 0.25% 51
2023
Q1 		$409K Buy
+17,261
New +$406K 0.28% 52
2022
Q3 		$381K Sell
17,273
-312
-2% -$7.33K 0.29% 50
2022
Q2 		$412K Sell
17,585
-17,585
-50% -$418K 0.3% 48
2022
Q1 		$877K Buy
35,170
+21,977
+167% +$571K 0.27% 50
2021
Q4 		$358K Buy
+13,193
New +$356K 0.23% 59

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Petix & Botte Financial's PZA Position: Q2 2026 in Review

Petix & Botte Financial increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 119% in Q2 2026, buying an estimated $2.61M and bringing the position to 206,208 shares worth $4.85M. The position accounts for 0.98% of the portfolio, ranked #27.

Petix & Botte Financial first reported a position in PZA in Q4 2021 and has held it in 18 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Petix & Botte Financial held 206,208 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.85M as of Q2 2026.
  • Petix & Botte Financial bought 111,969 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.61M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.98% of Petix & Botte Financial's portfolio in Q2 2026, its #27 holding.
  • Petix & Botte Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.