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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthBridge Capital Management's PZA Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 9,747 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in PZA as recently as Q1 2019.

WealthBridge Capital Management first reported a position in PZA in Q4 2018 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

WealthBridge Capital Management held 9,747 shares of Invesco National AMT-Free Municipal Bond ETF worth $224K as of Q1 2026.
Invesco National AMT-Free Municipal Bond ETF was a new WealthBridge Capital Management position in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.05% of WealthBridge Capital Management's portfolio in Q1 2026, its #204 holding.
WealthBridge Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 3 quarters since.
293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.