Wealth Enhancement Advisory Services
PZA icon

Wealth Enhancement Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.49M Buy
191,575
+5,096
+3% +$119K 0.01% 1075
2026
Q1 		$4.31M Sell
186,479
-34,215
-16% -$796K 0.01% 963
2025
Q4 		$5.14M Sell
220,694
-25,421
-10% -$591K 0.01% 1009
2025
Q3 		$5.7M Buy
246,115
+9,341
+4% +$209K 0.01% 887
2025
Q2 		$5.3M Buy
236,774
+74,464
+46% +$1.67M 0.01% 871
2025
Q1 		$3.74M Buy
162,310
+4,570
+3% +$107K 0.01% 936
2024
Q4 		$3.72M Sell
157,740
-21,387
-12% -$511K 0.01% 909
2024
Q3 		$4.33M Buy
179,127
+321
+0.2% +$7.69K 0.01% 772
2024
Q2 		$4.23M Sell
178,806
-10,710
-6% -$253K 0.01% 732
2024
Q1 		$4.52M Buy
189,516
+1
+0% +$24 0.01% 693
2023
Q4 		$4.58M Buy
189,515
+20,644
+12% +$471K 0.01% 630
2023
Q3 		$3.74M Sell
168,871
-81,718
-33% -$1.89M 0.01% 654
2023
Q2 		$5.91M Sell
250,589
-150,193
-37% -$3.54M 0.06% 115
2023
Q1 		$9.49M Buy
400,782
+123,423
+44% +$2.9M 0.11% 94
2022
Q4 		$6.62M Sell
277,359
-41,763
-13% -$946K 0.09% 107
2022
Q3 		$7.19M Buy
319,122
+214,972
+206% +$5.05M 0.1% 101
2022
Q2 		$2.47M Buy
104,150
+37,606
+57% +$893K 0.03% 190
2022
Q1 		$1.66M Buy
+66,544
New +$1.73M 0.02% 198

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

Wealth Enhancement Advisory Services's PZA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.7% in Q2 2026, buying an estimated $119K and bringing the position to 191,575 shares worth $4.49M. The position accounts for 0.01% of the portfolio, ranked #1075.

Wealth Enhancement Advisory Services first reported a position in PZA in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.49M in Q1 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 191,575 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,096 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $119K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1075 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $9.49M in Q1 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.