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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
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 $1.37T 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

Shepherd Financial Partners's PZA Position: Q1 2026 in Review

Shepherd Financial Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 110% in Q1 2026, buying an estimated $5.17M and bringing the position to 424,429 shares worth $9.75M. The position accounts for 0.93% of the portfolio, ranked #30.

Shepherd Financial Partners 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.

  • Shepherd Financial Partners held 424,429 shares of Invesco National AMT-Free Municipal Bond ETF worth $9.75M as of Q1 2026.
  • Shepherd Financial Partners bought 222,149 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $5.17M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.93% of Shepherd Financial Partners's portfolio in Q1 2026, its #30 holding.
  • Shepherd Financial Partners 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 Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.