Richardson Financial Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Richardson Financial Services’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	$84.6K	Sell	3,599 -935	-21%	-$21.8K	0.05%	252
2026 Q1	$104K	Sell	4,534 -860	-16%	-$20K	0.07%	223
2025 Q4	$116K	Sell	5,394 -616	-10%	-$14.3K	0.04%	215
2025 Q3	$139K	Buy	6,010 +14	+0.2%	+$314	0.09%	179
2025 Q2	$134K	Sell	5,996 -1,431	-19%	-$32.2K	0.09%	182
2025 Q1	$171K	Buy	7,427 +543	+8%	+$12.7K	0.13%	156
2024 Q4	$163K	Sell	6,884 -1,777	-21%	-$42.5K	0.11%	157
2024 Q3	$206K	Buy	8,661 +1,848	+27%	+$44.3K	0.13%	146
2024 Q2	$161K	Sell	6,813 -996	-13%	-$23.5K	0.12%	158
2024 Q1	$186K	Buy	7,809 +1,713	+28%	+$41K	0.13%	149
2023 Q4	$147K	Buy	+6,096	New	+$139K	0.13%	149

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

Richardson Financial Services's PZA Position: Q2 2026 in Review

Richardson Financial Services reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 21% in Q2 2026, selling an estimated $21.8K and leaving 3,599 shares worth $84.6K. The position accounts for 0.05% of the portfolio, ranked #252.

Richardson Financial Services first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. The position peaked at $206K in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Richardson Financial Services held 3,599 shares of Invesco National AMT-Free Municipal Bond ETF worth $84.6K as of Q2 2026.
Richardson Financial Services sold 935 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $21.8K.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Richardson Financial Services's portfolio in Q2 2026, its #252 holding.
Richardson Financial Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Financial Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $206K in Q3 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.