Total Clarity Wealth Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Total Clarity Wealth Management’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	$205K	Buy	+8,726	New	+$203K	0.04%	350
2025 Q4	–	Sell	-11,638	Closed	-$269K	–	322
2025 Q3	$269K	Buy	11,638 +1,144	+11%	+$25.6K	0.07%	234
2025 Q2	$235K	Buy	+10,494	New	+$236K	0.07%	247
2022 Q3	–	Sell	-400	Closed	-$9K	–	801
2022 Q2	$9K	Buy	+400	New	+$9.5K	﹤0.01%	701
2022 Q1	–	Sell	-400	Closed	-$11K	–	738
2021 Q4	$11K	Hold	400	–	–	0.01%	677
2021 Q3	$11K	Buy	+400	New	+$10.9K	0.01%	662
2021 Q2	–	Sell	-400	Closed	-$11K	–	610
2021 Q1	$11K	Buy	+400	New	+$10.8K	0.01%	551
2020 Q1	–	Sell	-650	Closed	-$17K	–	488
2019 Q4	$17K	Buy	+650	New	+$17.2K	0.01%	423

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

Total Clarity Wealth Management's PZA Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 8,726 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #350 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in PZA as recently as Q3 2025.

Total Clarity Wealth Management first reported a position in PZA in Q4 2019 and has held it in 8 quarters since. The position peaked at $269K in Q3 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Total Clarity Wealth Management held 8,726 shares of Invesco National AMT-Free Municipal Bond ETF worth $205K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Total Clarity Wealth Management position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Total Clarity Wealth Management's portfolio in Q2 2026, its #350 holding.
Total Clarity Wealth Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 8 quarters since.
Total Clarity Wealth Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $269K in Q3 2025.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.