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 Q3	$319K	Buy	14,924 +2,144	+17%	+$48.7K	0.1%	89
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Rede Wealth's PZA Position: Q3 2026 in Review

Rede Wealth increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 17% in Q3 2026, buying an estimated $48.7K and bringing the position to 14,924 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #89.

Rede Wealth first reported a position in PZA in Q3 2023 and has held it in 10 quarters since. The position peaked at $454K in Q4 2023. 80 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Rede Wealth held 14,924 shares of Invesco National AMT-Free Municipal Bond ETF worth $319K as of Q3 2026.
Rede Wealth bought 2,144 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $48.7K.
Invesco National AMT-Free Municipal Bond ETF made up 0.1% of Rede Wealth's portfolio in Q3 2026, its #89 holding.
Rede Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 10 quarters since.
Rede Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $454K in Q4 2023.
80 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.