RDA Financial Network
PZA icon

RDA Financial Network’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

RDA Financial Network’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 		$261K Buy
+12,181
New +$276K 0.06% 225

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RDA Financial Network's PZA Position: Q3 2026 in Review

RDA Financial Network opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 12,181 shares worth $261K. The stake represents 0.06% of the portfolio and ranks #225 among its holdings.

76 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • RDA Financial Network held 12,181 shares of Invesco National AMT-Free Municipal Bond ETF worth $261K as of Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new RDA Financial Network position in Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.06% of RDA Financial Network's portfolio in Q3 2026, its #225 holding.
  • 76 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.