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

Wealth Enhancement Trust 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 		$76.7K Hold
3,261
– – 0.01% 413
2026
Q1 		$74.9K Hold
3,261
– – 0.01% 394
2025
Q4 		$75.6K Buy
+3,261
New +$75.9K 0.01% 372

Other funds holding PZA

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 3,261 shares worth $76.7K. The position accounts for 0.01% of the portfolio, ranked #413.

Wealth Enhancement Trust Services first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,261 shares of Invesco National AMT-Free Municipal Bond ETF worth $76.7K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #413 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

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