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

Realta Investment 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 		$52.3K Hold
2,446
– – 0.02% 263
2026
Q2 		$57.5K Hold
2,446
– – 0.02% 263
2026
Q1 		$56.2K Buy
2,446
+75
+3% +$1.75K 0.02% 249
2025
Q4 		$55K Sell
2,371
-518
-18% -$12.1K 0.02% 245
2025
Q3 		$66.7K Hold
2,889
– – 0.02% 226
2025
Q2 		$64.7K Hold
2,889
– – 0.03% 218
2025
Q1 		$66.6K Hold
2,889
– – 0.03% 217
2024
Q4 		$68.3K Buy
+2,889
New +$69K 0.03% 236

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
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return

Realta Investment Advisors's PZA Position: Q3 2026 in Review

Realta Investment Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2026 at 2,446 shares worth $52.3K. The position accounts for 0.02% of the portfolio, ranked #263.

Realta Investment Advisors first reported a position in PZA in Q4 2024 and has held it in 8 quarters since. The position peaked at $68.3K in Q4 2024. 38 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Realta Investment Advisors held 2,446 shares of Invesco National AMT-Free Municipal Bond ETF worth $52.3K as of Q3 2026.
  • Realta Investment Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Realta Investment Advisors's portfolio in Q3 2026, its #263 holding.
  • Realta Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Realta Investment Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $68.3K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.