PFW Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

PFW Advisors’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	–	Sell	-19,548	Closed	-$460K	–	130
2026 Q2	$460K	Hold	19,548	–	–	0.13%	88
2026 Q1	$449K	Buy	19,548 +580	+3%	+$13.5K	0.14%	83
2025 Q4	$440K	Sell	18,968 -7,852	-29%	-$183K	0.13%	88
2025 Q3	$619K	Buy	26,820 +7,852	+41%	+$176K	0.18%	81
2025 Q2	$425K	Sell	18,968 -17,376	-48%	-$391K	0.13%	92
2025 Q1	$837K	Hold	36,344	–	–	0.26%	71
2024 Q4	$858K	Buy	+36,344	New	+$868K	0.26%	69
2024 Q2	$886K	Buy	37,422 +975	+3%	+$23K	0.28%	66
2024 Q1	$869K	Sell	36,447 -1,069	-3%	-$25.6K	0.27%	70
2023 Q4	$907K	Hold	37,516	–	–	0.29%	66
2023 Q3	$831K	Hold	37,516	–	–	0.29%	66
2023 Q2	$873K	Buy	+37,516	New	+$885K	0.29%	65
2019 Q3	$893K	Buy	+36,979	New	+$979K	0.27%	70

Other funds holding PZA

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

PFW Advisors's PZA Position: Q3 2026 in Review

PFW Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026, closing a stake of 19,548 shares — an estimated $460K sold.

PFW Advisors first reported a position in PZA in Q3 2019 and held it in 13 quarters. The position peaked at $907K in Q4 2023. 284 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

PFW Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
PFW Advisors sold 19,548 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $460K.
PFW Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and held it in 13 quarters.
PFW Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $907K in Q4 2023.
284 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.