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Tandem Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Tandem Financial’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
Q1 		$275K Buy
+11,967
New +$279K 0.09% 84
2025
Q4 		– Sell
-11,967
Closed -$276K – 80
2025
Q3 		$276K Buy
+11,967
New +$268K 0.1% 79

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 $1.56T AUM 27.86% 1-Year Est. Return

Tandem Financial's PZA Position: Q1 2026 in Review

Tandem Financial opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 11,967 shares worth $275K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings. This is a return to the name: Tandem Financial previously reported a position in PZA as recently as Q3 2025.

Tandem Financial first reported a position in PZA in Q3 2025 and has held it in 2 quarters since. The position peaked at $276K in Q3 2025. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Tandem Financial held 11,967 shares of Invesco National AMT-Free Municipal Bond ETF worth $275K as of Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Tandem Financial position in Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.09% of Tandem Financial's portfolio in Q1 2026, its #84 holding.
  • Tandem Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • Tandem Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $276K in Q3 2025.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.