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

Sax Wealth Advisors’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	$600K	Buy	+26,126	New	+$608K	0.02%	306

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $154M AUM

Connecticut Capital Management Group Milford, Connecticut $124M AUM

Sax Wealth Advisors's PZA Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 26,126 shares worth $600K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings.

71 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Sax Wealth Advisors held 26,126 shares of Invesco National AMT-Free Municipal Bond ETF worth $600K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Sax Wealth Advisors position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #306 holding.
71 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.