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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SQA

Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Stewardship Advisors's PZA Position: Q2 2026 in Review

Stewardship Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 31% in Q2 2026, buying an estimated $1.74M and bringing the position to 315,505 shares worth $7.42M. The position accounts for 1.54% of the portfolio, ranked #16.

Stewardship Advisors first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.61M in Q3 2025. 137 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Stewardship Advisors held 315,505 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.42M as of Q2 2026.
Stewardship Advisors bought 74,771 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.74M.
Invesco National AMT-Free Municipal Bond ETF made up 1.54% of Stewardship Advisors's portfolio in Q2 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 10 quarters since.
Stewardship Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $7.61M in Q3 2025.
137 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.