Robertson Stephens Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Robertson Stephens Wealth Management’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	$687K	Hold	29,199	–	–	0.02%	392
2026 Q1	$671K	Hold	29,199	–	–	0.02%	370
2025 Q4	$677K	Hold	29,199	–	–	0.02%	372
2025 Q3	$674K	Hold	29,199	–	–	0.02%	306
2025 Q2	$654K	Hold	29,199	–	–	0.02%	328
2025 Q1	$673K	Buy	29,199 +4,365	+18%	+$102K	0.02%	320
2024 Q4	$586K	Hold	24,834	–	–	0.02%	335
2024 Q3	$600K	Buy	+24,834	New	+$595K	0.02%	372

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

Robertson Stephens Wealth Management's PZA Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 29,199 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #392.

Robertson Stephens Wealth Management first reported a position in PZA in Q3 2024 and has held it in 8 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Robertson Stephens Wealth Management held 29,199 shares of Invesco National AMT-Free Municipal Bond ETF worth $687K as of Q2 2026.
Robertson Stephens Wealth Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #392 holding.
Robertson Stephens Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.