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TSG Advice Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

TSG Advice Partners’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 		$790K Sell
34,372
-1,414
-4% -$32.9K 0.12% 59
2025
Q4 		$830K Buy
+35,786
New +$833K 0.13% 44

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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

TSG Advice Partners's PZA Position: Q1 2026 in Review

TSG Advice Partners reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4% in Q1 2026, selling an estimated $32.9K and leaving 34,372 shares worth $790K. The position accounts for 0.12% of the portfolio, ranked #59.

TSG Advice Partners first reported a position in PZA in Q4 2025 and has held it in 2 quarters since. The position peaked at $830K in Q4 2025. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • TSG Advice Partners held 34,372 shares of Invesco National AMT-Free Municipal Bond ETF worth $790K as of Q1 2026.
  • TSG Advice Partners sold 1,414 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $32.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.12% of TSG Advice Partners's portfolio in Q1 2026, its #59 holding.
  • TSG Advice Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • TSG Advice Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $830K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.