Simon Quick Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Simon Quick 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 Q3	$3.68M	Sell	172,001 -85,729	-33%	-$1.95M	0.14%	101
2026 Q2	$6.06M	Hold	257,730	–	–	0.24%	70
2026 Q1	$5.92M	Buy	257,730 +183,113	+245%	+$4.26M	0.27%	60
2025 Q4	$1.73M	Sell	74,617 -188,291	-72%	-$4.38M	0.08%	147
2025 Q3	$6.07M	Sell	262,908 -30,456	-10%	-$682K	0.27%	55
2025 Q2	$6.57M	Buy	+293,364	New	+$6.6M	0.33%	49

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Simon Quick Advisors's PZA Position: Q3 2026 in Review

Simon Quick Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 33% in Q3 2026, selling an estimated $1.95M and leaving 172,001 shares worth $3.68M. The position accounts for 0.14% of the portfolio, ranked #101.

Simon Quick Advisors first reported a position in PZA in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.57M in Q2 2025. 95 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Simon Quick Advisors held 172,001 shares of Invesco National AMT-Free Municipal Bond ETF worth $3.68M as of Q3 2026.
Simon Quick Advisors sold 85,729 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $1.95M.
Invesco National AMT-Free Municipal Bond ETF made up 0.14% of Simon Quick Advisors's portfolio in Q3 2026, its #101 holding.
Simon Quick Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 6 quarters since.
Simon Quick Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $6.57M in Q2 2025.
95 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.