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 Q3	$229K	Sell	10,718 -5,776	-35%	-$131K	0.15%	65
2026 Q2	$388K	Buy	16,494 +1,614	+11%	+$37.6K	0.25%	51
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Schwallier Wealth Management's PZA Position: Q3 2026 in Review

Schwallier Wealth Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 35% in Q3 2026, selling an estimated $131K and leaving 10,718 shares worth $229K. The position accounts for 0.15% of the portfolio, ranked #65.

Schwallier Wealth Management first reported a position in PZA in Q3 2025 and has held it in 5 quarters since. The position peaked at $388K in Q2 2026. 177 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Schwallier Wealth Management held 10,718 shares of Invesco National AMT-Free Municipal Bond ETF worth $229K as of Q3 2026.
Schwallier Wealth Management sold 5,776 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $131K.
Invesco National AMT-Free Municipal Bond ETF made up 0.15% of Schwallier Wealth Management's portfolio in Q3 2026, its #65 holding.
Schwallier Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
Schwallier Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $388K in Q2 2026.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.