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

Stephens Inc’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 		– Sell
-19,034
Closed -$437K – 1382
2026
Q1 		$437K Sell
19,034
-1,033
-5% -$24K 0.01% 896
2025
Q4 		$465K Buy
+20,067
New +$467K 0.01% 876

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

Stephens Inc's PZA Position: Q2 2026 in Review

Stephens Inc sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026, closing a stake of 19,034 shares — an estimated $437K sold.

Stephens Inc first reported a position in PZA in Q4 2025 and held it in 2 quarters. The position peaked at $465K in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Stephens Inc reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Stephens Inc sold 19,034 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $437K.
  • Stephens Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Stephens Inc's Invesco National AMT-Free Municipal Bond ETF position peaked at $465K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.