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Traphagen Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Traphagen Investment Advisors’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 		$5.17M Buy
219,917
+1,621
+0.7% +$37.7K 0.37% 30
2026
Q1 		$5.02M Buy
218,296
+1,821
+0.8% +$42.4K 0.41% 30
2025
Q4 		$5.02M Sell
216,475
-9,450
-4% -$220K 0.41% 26
2025
Q3 		$5.22M Buy
225,925
+21,484
+11% +$481K 0.45% 24
2025
Q2 		$4.58M Sell
204,441
-24,236
-11% -$545K 0.43% 25
2025
Q1 		$5.27M Buy
228,677
+5,732
+3% +$135K 0.55% 24
2024
Q4 		$5.26M Sell
222,945
-23,054
-9% -$551K 0.54% 25
2024
Q3 		$5.94M Sell
245,999
-26,038
-10% -$624K 0.6% 21
2024
Q2 		$6.44M Sell
272,037
-23,961
-8% -$566K 0.7% 22
2024
Q1 		$7.05M Sell
295,998
-137,464
-32% -$3.29M 0.75% 22
2023
Q4 		$10.5M Sell
433,462
-85,497
-16% -$1.95M 1.23% 18
2023
Q3 		$11.5M Buy
518,959
+59,798
+13% +$1.39M 1.46% 15
2023
Q2 		$10.8M Buy
459,161
+25,782
+6% +$608K 1.41% 14
2023
Q1 		$10.3M Buy
433,379
+60,573
+16% +$1.43M 1.51% 13
2022
Q4 		$8.55M Buy
372,806
+322,451
+640% +$7.3M 1.34% 14
2022
Q3 		$1.11M Buy
50,355
+2,480
+5% +$58.2K 0.2% 39
2022
Q2 		$1.12M Sell
47,875
-6,419
-12% -$152K 0.2% 39
2022
Q1 		$1.35M Sell
54,294
-21,238
-28% -$552K 0.22% 37
2021
Q4 		$2.05M Sell
75,532
-2,637
-3% -$71.1K 0.34% 30
2021
Q3 		$2.1M Buy
78,169
+1,272
+2% +$34.7K 0.38% 27
2021
Q2 		$2.1M Sell
76,897
-4,114
-5% -$112K 0.36% 31
2021
Q1 		$2.17M Sell
81,011
-52,537
-39% -$1.42M 0.4% 31
2020
Q4 		$3.62M Sell
133,548
-48,277
-27% -$1.29M 0.65% 26
2020
Q3 		$4.84M Sell
181,825
-50,024
-22% -$1.34M 0.98% 23
2020
Q2 		$6.16M Buy
231,849
+38,058
+20% +$992K 1.39% 20
2020
Q1 		$5M Buy
193,791
+25,053
+15% +$662K 1.34% 20
2019
Q4 		$4.46M Buy
168,738
+5,974
+4% +$158K 1.07% 20
2019
Q3 		$4.32M Buy
162,764
+2,397
+1% +$63.5K 1.13% 20
2019
Q2 		$4.19M Buy
160,367
+2,852
+2% +$73.9K 1.12% 22
2019
Q1 		$4.04M Buy
+157,515
New +$3.97M 1.14% 22

Other funds holding PZA

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

Traphagen Investment Advisors's PZA Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.74% in Q2 2026, buying an estimated $37.7K and bringing the position to 219,917 shares worth $5.17M. The position accounts for 0.37% of the portfolio, ranked #30.

Traphagen Investment Advisors first reported a position in PZA in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.5M in Q3 2023. 200 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Traphagen Investment Advisors held 219,917 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.17M as of Q2 2026.
  • Traphagen Investment Advisors bought 1,621 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $37.7K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.37% of Traphagen Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Traphagen Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Traphagen Investment Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $11.5M in Q3 2023.
  • 200 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.