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ShoreHaven Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

ShoreHaven Wealth 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 		$2.6M Buy
110,405
+7,082
+7% +$165K 0.82% 29
2026
Q1 		$2.37M Buy
103,323
+68,003
+193% +$1.58M 0.85% 30
2025
Q4 		$819K Buy
35,320
+2,323
+7% +$54K 0.29% 57
2025
Q3 		$762K Buy
+32,997
New +$739K 0.28% 57

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

ShoreHaven Wealth Partners's PZA Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.9% in Q2 2026, buying an estimated $165K and bringing the position to 110,405 shares worth $2.6M. The position accounts for 0.82% of the portfolio, ranked #29.

ShoreHaven Wealth Partners first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • ShoreHaven Wealth Partners held 110,405 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.6M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 7,082 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $165K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.82% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • ShoreHaven Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.