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 Q2	$518K	Buy	+22,017	New	+$513K	0.08%	254

Other funds holding PZA

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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

VisionPoint Advisory Group's PZA Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 22,017 shares worth $518K. The stake represents 0.08% of the portfolio and ranks #254 among its holdings.

44 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

VisionPoint Advisory Group held 22,017 shares of Invesco National AMT-Free Municipal Bond ETF worth $518K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new VisionPoint Advisory Group position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #254 holding.
44 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.