Tyche Wealth Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Tyche Wealth 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 Q2	$388K	Sell	16,486 -11,425	-41%	-$266K	0.05%	223
2026 Q1	$641K	Buy	27,911 +12	+0%	+$279	0.1%	156
2025 Q4	$647K	Buy	27,899 +12	+0%	+$279	0.1%	153
2025 Q3	$644K	Sell	27,887 -2,125	-7%	-$47.6K	0.11%	144
2025 Q2	$672K	Buy	30,012 +11	+0%	+$247	0.14%	120
2025 Q1	$691K	Sell	30,001 -990	-3%	-$23.2K	0.15%	101
2024 Q4	$732K	Buy	30,991 +10	+0%	+$239	0.15%	109
2024 Q3	$748K	Buy	30,981 +60	+0.2%	+$1.44K	0.17%	91
2024 Q2	$732K	Buy	30,921 +639	+2%	+$15.1K	0.18%	91
2024 Q1	$722K	Buy	30,282 +233	+0.8%	+$5.58K	0.18%	102
2023 Q4	$727K	Buy	+30,049	New	+$686K	0.18%	109

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

Tyche Wealth Partners's PZA Position: Q2 2026 in Review

Tyche Wealth Partners reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 41% in Q2 2026, selling an estimated $266K and leaving 16,486 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #223.

Tyche Wealth Partners first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. The position peaked at $748K in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Tyche Wealth Partners held 16,486 shares of Invesco National AMT-Free Municipal Bond ETF worth $388K as of Q2 2026.
Tyche Wealth Partners sold 11,425 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $266K.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Tyche Wealth Partners's portfolio in Q2 2026, its #223 holding.
Tyche Wealth Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Tyche Wealth Partners's Invesco National AMT-Free Municipal Bond ETF position peaked at $748K in Q3 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Tyche Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.