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TD Private Client Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

TD Private Client Wealth’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 		$1.95M Sell
82,947
-66,179
-44% -$1.54M 0.04% 269
2026
Q1 		$3.43M Sell
149,126
-8,833
-6% -$206K 0.07% 180
2025
Q4 		$3.66M Sell
157,959
-4,191
-3% -$97.5K 0.08% 166
2025
Q3 		$3.74M Buy
162,150
+66,532
+70% +$1.49M 0.08% 164
2025
Q2 		$2.14M Buy
95,618
+15,816
+20% +$356K 0.05% 227
2025
Q1 		$1.84M Buy
79,802
+844
+1% +$19.8K 0.05% 239
2024
Q4 		$1.86M Buy
78,958
+14,921
+23% +$357K 0.05% 239
2024
Q3 		$1.55M Sell
64,037
-4,465
-7% -$107K 0.04% 291
2024
Q2 		$1.62M Buy
68,502
+18,325
+37% +$433K 0.05% 270
2024
Q1 		$1.2M Buy
50,177
+4,352
+9% +$104K 0.04% 329
2023
Q4 		$1.11M Hold
45,825
– – 0.04% 324
2023
Q3 		$1.02M Buy
45,825
+1,794
+4% +$41.6K 0.04% 316
2023
Q2 		$1.04M Buy
44,031
+4,039
+10% +$95.3K 0.04% 326
2023
Q1 		$947K Buy
39,992
+22,320
+126% +$525K 0.04% 339
2022
Q4 		$405K Buy
+17,672
New +$400K 0.02% 451
2022
Q2 		– Sell
-65,242
Closed -$1.63M – 1280
2022
Q1 		$1.63M Buy
65,242
+59,266
+992% +$1.54M 0.07% 261
2021
Q4 		$162K Sell
5,976
-11,920
-67% -$321K 0.01% 573
2021
Q3 		$481K Hold
17,896
– – 0.02% 404
2021
Q2 		$488K Buy
+17,896
New +$485K 0.02% 410

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

TD Private Client Wealth's PZA Position: Q2 2026 in Review

TD Private Client Wealth reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 44% in Q2 2026, selling an estimated $1.54M and leaving 82,947 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #269.

TD Private Client Wealth first reported a position in PZA in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.74M in Q3 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • TD Private Client Wealth held 82,947 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.95M as of Q2 2026.
  • TD Private Client Wealth sold 66,179 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.54M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #269 holding.
  • TD Private Client Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • TD Private Client Wealth's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.74M in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.