U.S. Capital Wealth Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

U.S. Capital Wealth 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 Q1	$731K	Buy	+31,820	New	+$741K	0.02%	589

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CCWA

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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

U.S. Capital Wealth Advisors's PZA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 31,820 shares worth $731K. The stake represents 0.02% of the portfolio and ranks #589 among its holdings.

294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

U.S. Capital Wealth Advisors held 31,820 shares of Invesco National AMT-Free Municipal Bond ETF worth $731K as of Q1 2026.
Invesco National AMT-Free Municipal Bond ETF was a new U.S. Capital Wealth Advisors position in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #589 holding.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.