Wealthcare Advisory Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wealthcare Advisory Partners’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	$673K	Buy	28,603 +2,563	+10%	+$59.7K	0.01%	625
2026 Q1	$598K	Buy	26,040 +46	+0.2%	+$1.07K	0.01%	647
2025 Q4	$603K	Buy	25,994 +1,043	+4%	+$24.3K	0.01%	635
2025 Q3	$576K	Buy	+24,951	New	+$559K	0.01%	641
2021 Q2	–	Sell	-3,835	Closed	-$103K	–	1534
2021 Q1	$103K	Buy	+3,835	New	+$103K	0.01%	662
2020 Q2	–	Sell	-331	Closed	-$9K	–	1098
2020 Q1	$9K	Buy	+331	New	+$8.74K	﹤0.01%	954

Other funds holding PZA

CCWA

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Wealthcare Advisory Partners's PZA Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 9.8% in Q2 2026, buying an estimated $59.7K and bringing the position to 28,603 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #625.

Wealthcare Advisory Partners first reported a position in PZA in Q1 2020 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Wealthcare Advisory Partners held 28,603 shares of Invesco National AMT-Free Municipal Bond ETF worth $673K as of Q2 2026.
Wealthcare Advisory Partners bought 2,563 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $59.7K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #625 holding.
Wealthcare Advisory Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and has held it in 6 quarters since.
78 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.