WPC
PZA icon

Wedmont Private Capital’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wedmont Private Capital’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
Q3 		– Sell
-26,158
Closed -$613K – 1070
2026
Q2 		$613K Hold
26,158
– – 0.02% 483
2026
Q1 		$608K Buy
+26,158
New +$609K 0.02% 431

Other funds holding PZA

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Wedmont Private Capital's PZA Position: Q3 2026 in Review

Wedmont Private Capital sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026, closing a stake of 26,158 shares — an estimated $613K sold.

Wedmont Private Capital first reported a position in PZA in Q1 2026 and held it in 2 quarters. The position peaked at $613K in Q2 2026. 19 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Wedmont Private Capital reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 26,158 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $613K.
  • Wedmont Private Capital first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and held it in 2 quarters.
  • Wedmont Private Capital's Invesco National AMT-Free Municipal Bond ETF position peaked at $613K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.