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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

CCMG

Connecticut Capital Management Group Milford, Connecticut $124M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PFW Advisors's PZA Position: Q2 2026 in Review

PFW Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 19,548 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #88.

PFW Advisors first reported a position in PZA in Q3 2019 and has held it in 13 quarters since. The position peaked at $907K in Q4 2023. 57 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

PFW Advisors held 19,548 shares of Invesco National AMT-Free Municipal Bond ETF worth $460K as of Q2 2026.
PFW Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.13% of PFW Advisors's portfolio in Q2 2026, its #88 holding.
PFW Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $907K in Q4 2023.
57 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.