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

Rossby Financial’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 		$28.3K Buy
1,203
+1,106
+1,140% +$25.8K 0.01% 868
2026
Q1 		$2.24K Sell
97
-160
-62% -$3.72K ﹤0.01% 1778
2025
Q4 		$5.96K Buy
257
+4
+2% +$93 ﹤0.01% 1066
2025
Q3 		$5.85K Buy
253
+93
+58% +$2.08K ﹤0.01% 955
2025
Q2 		$3.58K Hold
160
– – ﹤0.01% 953
2025
Q1 		$3.61K Buy
+160
New +$3.75K ﹤0.01% 843

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Rossby Financial's PZA Position: Q2 2026 in Review

Rossby Financial increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1,140% in Q2 2026, buying an estimated $25.8K and bringing the position to 1,203 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #868.

Rossby Financial first reported a position in PZA in Q1 2025 and has held it in 6 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Rossby Financial held 1,203 shares of Invesco National AMT-Free Municipal Bond ETF worth $28.3K as of Q2 2026.
  • Rossby Financial bought 1,106 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $25.8K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #868 holding.
  • Rossby Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.