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

Stewardship 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	$6.95M	Buy	325,062 +9,557	+3%	+$217K	1.45%	16
2026 Q2	$7.42M	Buy	315,505 +74,771	+31%	+$1.74M	1.54%	16
2026 Q1	$5.53M	Sell	240,734 -6,330	-3%	-$147K	1.27%	19
2025 Q4	$5.73M	Sell	247,064 -82,323	-25%	-$1.92M	1.32%	21
2025 Q3	$7.61M	Buy	329,387 +3,547	+1%	+$79.5K	1.8%	14
2025 Q2	$7.3M	Buy	325,840 +3,385	+1%	+$76.1K	1.85%	14
2025 Q1	$7.43M	Buy	322,455 +29,641	+10%	+$696K	2.01%	14
2024 Q4	$6.91M	Buy	292,814 +13,655	+5%	+$326K	1.92%	12
2024 Q3	$6.74M	Sell	279,159 -36,557	-12%	-$876K	1.9%	13
2024 Q2	$7.48M	Buy	315,716 +61,598	+24%	+$1.46M	2.47%	9
2024 Q1	$6.06M	Buy	+254,118	New	+$6.08M	2.07%	14

Other funds holding PZA

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Stewardship Advisors's PZA Position: Q3 2026 in Review

Stewardship Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 3% in Q3 2026, buying an estimated $217K and bringing the position to 325,062 shares worth $6.95M. The position accounts for 1.45% of the portfolio, ranked #16.

Stewardship Advisors first reported a position in PZA in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.61M in Q3 2025. 177 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Stewardship Advisors held 325,062 shares of Invesco National AMT-Free Municipal Bond ETF worth $6.95M as of Q3 2026.
Stewardship Advisors bought 9,557 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $217K.
Invesco National AMT-Free Municipal Bond ETF made up 1.45% of Stewardship Advisors's portfolio in Q3 2026, its #16 holding.
Stewardship Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
Stewardship Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $7.61M in Q3 2025.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.