WealthBridge Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

WealthBridge Capital Management’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	$230K	Buy	9,786 +39	+0.4%	+$908	0.05%	214
2026 Q1	$224K	Buy	+9,747	New	+$227K	0.05%	204
2019 Q2	–	Sell	-1,124	Closed	-$29K	–	678
2019 Q1	$29K	Buy	1,124 +921	+454%	+$23.2K	0.02%	388
2018 Q4	$5K	Buy	+203	New	+$5.01K	﹤0.01%	648

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

WealthBridge Capital Management's PZA Position: Q2 2026 in Review

WealthBridge Capital Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.4% in Q2 2026, buying an estimated $908 and bringing the position to 9,786 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #214.

WealthBridge Capital Management first reported a position in PZA in Q4 2018 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

WealthBridge Capital Management held 9,786 shares of Invesco National AMT-Free Municipal Bond ETF worth $230K as of Q2 2026.
WealthBridge Capital Management bought 39 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $908.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q2 2026, its #214 holding.
WealthBridge Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 4 quarters since.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.