Signature Estate & Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Signature Estate & Investment Advisors’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	$392K	Buy	16,660 +1,092	+7%	+$25.4K	0.01%	492
2026 Q1	$358K	Buy	+15,568	New	+$362K	0.01%	498

Other funds holding PZA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WWG

West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Signature Estate & Investment Advisors's PZA Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7% in Q2 2026, buying an estimated $25.4K and bringing the position to 16,660 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #492.

Signature Estate & Investment Advisors first reported a position in PZA in Q1 2026 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Signature Estate & Investment Advisors held 16,660 shares of Invesco National AMT-Free Municipal Bond ETF worth $392K as of Q2 2026.
Signature Estate & Investment Advisors bought 1,092 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $25.4K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #492 holding.
Signature Estate & Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
200 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.