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United Financial Planning Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

United Financial Planning Group’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 		$34.8K Buy
1,481
+166
+13% +$3.87K 0.02% 125
2026
Q1 		$30.2K Sell
1,315
-852
-39% -$19.8K 0.02% 110
2025
Q4 		$50.3K Sell
2,167
-106
-5% -$2.47K 0.03% 91
2025
Q3 		$52.5K Buy
+2,273
New +$50.9K 0.03% 81

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
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
JT
Jupiter Topco New York $245B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

United Financial Planning Group's PZA Position: Q2 2026 in Review

United Financial Planning Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 13% in Q2 2026, buying an estimated $3.87K and bringing the position to 1,481 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #125.

United Financial Planning Group first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. The position peaked at $52.5K in Q3 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • United Financial Planning Group held 1,481 shares of Invesco National AMT-Free Municipal Bond ETF worth $34.8K as of Q2 2026.
  • United Financial Planning Group bought 166 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $3.87K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #125 holding.
  • United Financial Planning Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $52.5K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.