VisionPoint Advisory Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

VisionPoint Advisory 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 Q3	$511K	Buy	23,891 +1,874	+9%	+$42.5K	0.08%	241
2026 Q2	$518K	Buy	+22,017	New	+$513K	0.08%	254

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

VisionPoint Advisory Group's PZA Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8.5% in Q3 2026, buying an estimated $42.5K and bringing the position to 23,891 shares worth $511K. The position accounts for 0.08% of the portfolio, ranked #241.

VisionPoint Advisory Group first reported a position in PZA in Q2 2026 and has held it in 2 quarters since. The position peaked at $518K in Q2 2026. 75 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

VisionPoint Advisory Group held 23,891 shares of Invesco National AMT-Free Municipal Bond ETF worth $511K as of Q3 2026.
VisionPoint Advisory Group bought 1,874 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $42.5K.
Invesco National AMT-Free Municipal Bond ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #241 holding.
VisionPoint Advisory Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
VisionPoint Advisory Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $518K in Q2 2026.
75 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.