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Unify Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Unify Financial 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 		$340K Hold
14,440
– – 0.31% 66
2026
Q1 		$332K Hold
14,440
– – 0.34% 70
2025
Q4 		$335K Buy
+14,440
New +$336K 0.35% 69

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Unify Financial Advisors's PZA Position: Q2 2026 in Review

Unify Financial Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 14,440 shares worth $340K. The position accounts for 0.31% of the portfolio, ranked #66.

Unify Financial Advisors first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Unify Financial Advisors held 14,440 shares of Invesco National AMT-Free Municipal Bond ETF worth $340K as of Q2 2026.
  • Unify Financial Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.31% of Unify Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Unify Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.