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

Waverly 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	$2.04M	Buy	86,911 +1,114	+1%	+$25.9K	0.01%	690
2026 Q1	$1.97M	Buy	85,797 +5,215	+6%	+$121K	0.01%	648
2025 Q4	$1.87M	Buy	80,582 +20,794	+35%	+$484K	0.02%	612
2025 Q3	$1.38M	Sell	59,788 -5,111	-8%	-$115K	0.01%	570
2025 Q2	$1.45M	Sell	64,899 -2,360	-4%	-$53.1K	0.02%	551
2025 Q1	$1.55M	Buy	67,259 +1,096	+2%	+$25.7K	0.02%	529
2024 Q4	$1.56M	Sell	66,163 -5,200	-7%	-$124K	0.02%	435
2024 Q3	$1.72M	Sell	71,363 -1,880	-3%	-$45K	0.03%	358
2024 Q2	$1.73M	Buy	73,243 +7,672	+12%	+$181K	0.03%	342
2024 Q1	$1.56M	Buy	+65,571	New	+$1.57M	0.04%	298

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Waverly Advisors's PZA Position: Q2 2026 in Review

Waverly Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.3% in Q2 2026, buying an estimated $25.9K and bringing the position to 86,911 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #690.

Waverly Advisors first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Waverly Advisors held 86,911 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.04M as of Q2 2026.
Waverly Advisors bought 1,114 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $25.9K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #690 holding.
Waverly Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.