Tempus Wealth Planning’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Tempus Wealth Planning’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	$301K	Sell	12,812 -80	-0.6%	-$1.86K	0.06%	233
2026 Q1	$296K	Sell	12,892 -86	-0.7%	-$2K	0.07%	220
2025 Q4	$301K	Sell	12,978 -47	-0.4%	-$1.09K	0.07%	214
2025 Q3	$301K	Sell	13,025 -75	-0.6%	-$1.68K	0.07%	222
2025 Q2	$293K	Hold	13,100	–	–	0.07%	213
2025 Q1	$302K	Hold	13,100	–	–	0.09%	198
2024 Q4	$309K	Sell	13,100 -85	-0.6%	-$2.03K	0.09%	188
2024 Q3	$318K	Hold	13,185	–	–	0.12%	161
2024 Q2	$312K	Sell	13,185 -250	-2%	-$5.91K	0.13%	148
2024 Q1	$320K	Hold	13,435	–	–	0.14%	148
2023 Q4	$325K	Hold	13,435	–	–	0.14%	145
2023 Q3	$298K	Hold	13,435	–	–	0.15%	127
2023 Q2	$317K	Hold	13,435	–	–	0.14%	135
2023 Q1	$318K	Hold	13,435	–	–	0.16%	121
2022 Q4	$308K	Hold	13,435	–	–	0.19%	124
2022 Q3	$297K	Hold	13,435	–	–	0.2%	133
2022 Q2	$315K	Hold	13,435	–	–	0.26%	98
2022 Q1	$335K	Hold	13,435	–	–	0.24%	97
2021 Q4	$364K	Hold	13,435	–	–	0.2%	113
2021 Q3	$361K	Hold	13,435	–	–	0.2%	114
2021 Q2	$366K	Buy	+13,435	New	+$364K	0.24%	114

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Tempus Wealth Planning's PZA Position: Q2 2026 in Review

Tempus Wealth Planning reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.62% in Q2 2026, selling an estimated $1.86K and leaving 12,812 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #233.

Tempus Wealth Planning first reported a position in PZA in Q2 2021 and has held it in 21 quarters since. The position peaked at $366K in Q2 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Tempus Wealth Planning held 12,812 shares of Invesco National AMT-Free Municipal Bond ETF worth $301K as of Q2 2026.
Tempus Wealth Planning sold 80 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.86K.
Invesco National AMT-Free Municipal Bond ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #233 holding.
Tempus Wealth Planning first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 21 quarters since.
Tempus Wealth Planning's Invesco National AMT-Free Municipal Bond ETF position peaked at $366K in Q2 2021.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.