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

Schwallier 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
Q1 		$342K Buy
14,880
+1,555
+12% +$36.2K 0.25% 47
2025
Q4 		$310K Buy
13,325
+642
+5% +$14.9K 0.2% 40
2025
Q3 		$293K Buy
+12,683
New +$284K 0.18% 40

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schwallier Wealth Management's PZA Position: Q1 2026 in Review

Schwallier Wealth Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 12% in Q1 2026, buying an estimated $36.2K and bringing the position to 14,880 shares worth $342K. The position accounts for 0.25% of the portfolio, ranked #47.

Schwallier Wealth Management first reported a position in PZA in Q3 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Schwallier Wealth Management held 14,880 shares of Invesco National AMT-Free Municipal Bond ETF worth $342K as of Q1 2026.
  • Schwallier Wealth Management bought 1,555 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $36.2K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.25% of Schwallier Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Schwallier Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.