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

Shepherd Financial Partners’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 		$15.7M Buy
665,927
+241,498
+57% +$5.62M 1.29% 20
2026
Q1 		$9.75M Buy
424,429
+222,149
+110% +$5.17M 0.93% 30
2025
Q4 		$4.69M Buy
202,280
+16,616
+9% +$387K 0.43% 48
2025
Q3 		$4.29M Buy
+185,664
New +$4.16M 0.41% 51

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

Shepherd Financial Partners's PZA Position: Q2 2026 in Review

Shepherd Financial Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 57% in Q2 2026, buying an estimated $5.62M and bringing the position to 665,927 shares worth $15.7M. The position accounts for 1.29% of the portfolio, ranked #20.

Shepherd Financial Partners first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Shepherd Financial Partners held 665,927 shares of Invesco National AMT-Free Municipal Bond ETF worth $15.7M as of Q2 2026.
  • Shepherd Financial Partners bought 241,498 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.62M.
  • Invesco National AMT-Free Municipal Bond ETF made up 1.29% of Shepherd Financial Partners's portfolio in Q2 2026, its #20 holding.
  • Shepherd Financial Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.