SignatureFD’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

SignatureFD’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	$6.51K	Hold	277	–	–	﹤0.01%	2784
2026 Q1	$6.37K	Buy	277 +185	+201%	+$4.31K	﹤0.01%	2684
2025 Q4	$2.13K	Hold	92	–	–	﹤0.01%	2953
2025 Q3	$2.12K	Buy	+92	New	+$2.06K	﹤0.01%	2936
2022 Q3	–	Sell	-8,478	Closed	-$199K	–	3296
2022 Q2	$199K	Buy	+8,478	New	+$201K	0.01%	700
2021 Q3	–	Sell	-4,307	Closed	-$117K	–	3177
2021 Q2	$117K	Hold	4,307	–	–	﹤0.01%	880
2021 Q1	$115K	Buy	+4,307	New	+$116K	0.01%	809
2020 Q4	–	Sell	-476	Closed	-$13K	–	2675
2020 Q3	$13K	Buy	476 +9	+2%	+$241	﹤0.01%	1553
2020 Q2	$12K	Buy	+467	New	+$12.2K	﹤0.01%	1505
2018 Q4	–	Sell	-681	Closed	-$17K	–	2040
2018 Q3	$17K	Hold	681	–	–	﹤0.01%	1226
2018 Q2	$17K	Buy	+681	New	+$17.1K	﹤0.01%	1218
2015 Q4	–	Sell	-2,075	Closed	-$52K	–	1349
2015 Q3	$52K	Buy	+2,075	New	+$51.9K	0.01%	341

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jupiter Topco New York $245B AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SignatureFD's PZA Position: Q2 2026 in Review

SignatureFD held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 277 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2784.

SignatureFD first reported a position in PZA in Q3 2015 and has held it in 12 quarters since. The position peaked at $199K in Q2 2022. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

SignatureFD held 277 shares of Invesco National AMT-Free Municipal Bond ETF worth $6.51K as of Q2 2026.
SignatureFD left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2784 holding.
SignatureFD first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2015 and has held it in 12 quarters since.
SignatureFD's Invesco National AMT-Free Municipal Bond ETF position peaked at $199K in Q2 2022.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.