Rede Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Rede Wealth’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	$301K	Buy	+12,780	New	+$298K	0.1%	98
2025 Q3	–	Sell	-12,082	Closed	-$271K	–	160
2025 Q2	$271K	Hold	12,082	–	–	0.1%	96
2025 Q1	$278K	Hold	12,082	–	–	0.1%	85
2024 Q4	$285K	Sell	12,082 -1,959	-14%	-$46.8K	0.11%	89
2024 Q3	$339K	Sell	14,041 -3,190	-19%	-$76.4K	0.13%	74
2024 Q2	$408K	Sell	17,231 -502	-3%	-$11.9K	0.38%	58
2024 Q1	$423K	Sell	17,733 -1,031	-5%	-$24.7K	0.18%	56
2023 Q4	$454K	Buy	18,764 +2,422	+15%	+$55.3K	0.22%	54
2023 Q3	$362K	Buy	+16,342	New	+$379K	0.18%	50

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

Rede Wealth's PZA Position: Q2 2026 in Review

Rede Wealth opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 12,780 shares worth $301K. The stake represents 0.1% of the portfolio and ranks #98 among its holdings. This is a return to the name: Rede Wealth previously reported a position in PZA as recently as Q2 2025.

Rede Wealth first reported a position in PZA in Q3 2023 and has held it in 9 quarters since. The position peaked at $454K in Q4 2023. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Rede Wealth held 12,780 shares of Invesco National AMT-Free Municipal Bond ETF worth $301K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Rede Wealth position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.1% of Rede Wealth's portfolio in Q2 2026, its #98 holding.
Rede Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 9 quarters since.
Rede Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $454K in Q4 2023.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.