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

Stratos Wealth Partners’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 		$4.36M Buy
185,581
+44,862
+32% +$1.04M 0.04% 381
2026
Q1 		$3.23M Sell
140,719
-467,168
-77% -$10.9M 0.04% 429
2025
Q4 		$14.1M Buy
607,887
+78,952
+15% +$1.84M 0.16% 127
2025
Q3 		$12.2M Sell
528,935
-211,457
-29% -$4.74M 0.14% 142
2025
Q2 		$16.6M Buy
740,392
+47,050
+7% +$1.06M 0.22% 92
2025
Q1 		$16M Buy
693,342
+128,871
+23% +$3.02M 0.24% 89
2024
Q4 		$13.3M Sell
564,471
-41,321
-7% -$987K 0.19% 104
2024
Q3 		$14.6M Buy
605,792
+25,620
+4% +$614K 0.21% 96
2024
Q2 		$13.7M Sell
580,172
-4,124
-0.7% -$97.4K 0.22% 92
2024
Q1 		$13.9M Buy
584,296
+497,124
+570% +$11.9M 0.23% 92
2023
Q4 		$2.11M Sell
87,172
-8,587
-9% -$196K 0.04% 403
2023
Q3 		$2.12M Buy
95,759
+2,717
+3% +$62.9K 0.05% 373
2023
Q2 		$2.2M Buy
+93,042
New +$2.19M 0.05% 337
2023
Q1 		– Sell
-10,048
Closed -$231K – 1198
2022
Q4 		$231K Sell
10,048
-13,404
-57% -$304K 0.01% 992
2022
Q3 		$518K Buy
23,452
+3,200
+16% +$75.1K 0.01% 680
2022
Q2 		$475K Sell
20,252
-2,741
-12% -$65.1K 0.01% 750
2022
Q1 		$573K Buy
22,993
+4,480
+24% +$116K 0.01% 763
2021
Q4 		$502K Buy
18,513
+528
+3% +$14.2K 0.01% 810
2021
Q3 		$483K Buy
17,985
+4,436
+33% +$121K 0.01% 761
2021
Q2 		$369K Buy
13,549
+5,396
+66% +$146K 0.01% 890
2021
Q1 		$218K Hold
8,153
– – 0.01% 1007
2020
Q4 		$221K Buy
+8,153
New +$218K 0.01% 970
2018
Q4 		– Sell
-4,704
Closed -$117K – 2095
2018
Q3 		$117K Buy
+4,704
New +$118K 0.01% 1055
2018
Q2 		– Sell
-4,654
Closed -$117K – 2190
2018
Q1 		$117K Sell
4,654
-409
-8% -$10.3K ﹤0.01% 1119
2017
Q4 		$131K Buy
+5,063
New +$130K 0.01% 1045
2015
Q3 		– Sell
-9,443
Closed -$233K – 591
2015
Q2 		$233K Hold
9,443
– – 0.03% 428
2015
Q1 		$242K Sell
9,443
-117
-1% -$2.99K 0.03% 486
2014
Q4 		$243K Buy
+9,560
New +$242K 0.04% 396

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

Stratos Wealth Partners's PZA Position: Q2 2026 in Review

Stratos Wealth Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 32% in Q2 2026, buying an estimated $1.04M and bringing the position to 185,581 shares worth $4.36M. The position accounts for 0.04% of the portfolio, ranked #381.

Stratos Wealth Partners first reported a position in PZA in Q4 2014 and has held it in 28 quarters since. The position peaked at $16.6M in Q2 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Stratos Wealth Partners held 185,581 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.36M as of Q2 2026.
  • Stratos Wealth Partners bought 44,862 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.04M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #381 holding.
  • Stratos Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and has held it in 28 quarters since.
  • Stratos Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $16.6M in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.