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

SteelPeak Wealth’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 		$1.95M Sell
82,927
-10,928
-12% -$254K 0.05% 235
2026
Q1 		$2.16M Sell
93,855
-1,390
-1% -$32.4K 0.07% 211
2025
Q4 		$2.21M Sell
95,245
-2,199
-2% -$51.2K 0.07% 188
2025
Q3 		$2.25M Sell
97,444
-25,660
-21% -$575K 0.07% 195
2025
Q2 		$2.76M Buy
123,104
+7,536
+7% +$170K 0.11% 144
2025
Q1 		$2.66M Sell
115,568
-2,048
-2% -$48.1K 0.11% 143
2024
Q4 		$2.78M Buy
117,616
+654
+0.6% +$15.6K 0.11% 140
2024
Q3 		$2.82M Sell
116,962
-5,244
-4% -$126K 0.12% 132
2024
Q2 		$2.89M Sell
122,206
-18,411
-13% -$435K 0.13% 123
2024
Q1 		$3.35M Buy
140,617
+47,393
+51% +$1.13M 0.17% 109
2023
Q4 		$2.25M Sell
93,224
-58,944
-39% -$1.35M 0.13% 124
2023
Q3 		$3.37M Sell
152,168
-17,366
-10% -$402K 0.21% 98
2023
Q2 		$4M Buy
169,534
+4,579
+3% +$108K 0.24% 78
2023
Q1 		$3.91M Buy
164,955
+87,162
+112% +$2.05M 0.27% 83
2022
Q4 		$1.78M Sell
77,793
-37,921
-33% -$859K 0.13% 125
2022
Q3 		$2.56M Sell
115,714
-31,486
-21% -$739K 0.19% 96
2022
Q2 		$3.45M Buy
147,200
+5,600
+4% +$133K 0.25% 78
2022
Q1 		$3.53M Sell
141,600
-3,077
-2% -$80K 0.2% 92
2021
Q4 		$3.92M Buy
144,677
+30,750
+27% +$829K 0.22% 87
2021
Q3 		$3.06M Buy
113,927
+1,633
+1% +$44.5K 0.2% 89
2021
Q2 		$3.06M Sell
112,294
-432
-0.4% -$11.7K 0.21% 93
2021
Q1 		$3.02M Buy
112,726
+392
+0.3% +$10.6K 0.24% 85
2020
Q4 		$3.04M Buy
112,334
+2,750
+3% +$73.6K 0.28% 79
2020
Q3 		$2.92M Buy
109,584
+24,256
+28% +$651K 0.31% 71
2020
Q2 		$2.27M Buy
85,328
+24,602
+41% +$641K 0.29% 80
2020
Q1 		$1.57M Sell
60,726
-2,814
-4% -$74.3K 0.25% 88
2019
Q4 		$1.68M Buy
+63,540
New +$1.68M 0.23% 90

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

SteelPeak Wealth's PZA Position: Q2 2026 in Review

SteelPeak Wealth reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 12% in Q2 2026, selling an estimated $254K and leaving 82,927 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #235.

SteelPeak Wealth first reported a position in PZA in Q4 2019 and has held it in 27 quarters since. The position peaked at $4M in Q2 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • SteelPeak Wealth held 82,927 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.95M as of Q2 2026.
  • SteelPeak Wealth sold 10,928 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $254K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #235 holding.
  • SteelPeak Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $4M in Q2 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.