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

Quadrant Private 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 Q2	$4.42M	Buy	188,024 +8,717	+5%	+$203K	0.99%	28
2026 Q1	$4.12M	Buy	179,307 +119,534	+200%	+$2.78M	0.64%	44
2025 Q4	$1.39M	Buy	59,773 +22,856	+62%	+$532K	0.23%	96
2025 Q3	$852K	Buy	+36,917	New	+$827K	0.16%	119

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Quadrant Private Wealth Management's PZA Position: Q2 2026 in Review

Quadrant Private Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.9% in Q2 2026, buying an estimated $203K and bringing the position to 188,024 shares worth $4.42M. The position accounts for 0.99% of the portfolio, ranked #28.

Quadrant Private Wealth Management first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Quadrant Private Wealth Management held 188,024 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.42M as of Q2 2026.
Quadrant Private Wealth Management bought 8,717 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $203K.
Invesco National AMT-Free Municipal Bond ETF made up 0.99% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #28 holding.
Quadrant Private Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.