West Wealth Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

West Wealth Group’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	$9.16M	Sell	428,314 -85,917	-17%	-$1.95M	1.42%	15
2026 Q2	$12.1M	Buy	514,231 +71,431	+16%	+$1.66M	1.98%	13
2026 Q1	$10.2M	Buy	442,800 +358,348	+424%	+$8.34M	2.01%	16
2025 Q4	$1.96M	Buy	84,452 +15,084	+22%	+$351K	0.41%	31
2025 Q3	$1.62M	Buy	+69,368	New	+$1.55M	0.36%	31

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

West Wealth Group's PZA Position: Q3 2026 in Review

West Wealth Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 17% in Q3 2026, selling an estimated $1.95M and leaving 428,314 shares worth $9.16M. The position accounts for 1.42% of the portfolio, ranked #15.

West Wealth Group first reported a position in PZA in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.1M in Q2 2026. 177 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

West Wealth Group held 428,314 shares of Invesco National AMT-Free Municipal Bond ETF worth $9.16M as of Q3 2026.
West Wealth Group sold 85,917 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $1.95M.
Invesco National AMT-Free Municipal Bond ETF made up 1.42% of West Wealth Group's portfolio in Q3 2026, its #15 holding.
West Wealth Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 5 quarters since.
West Wealth Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $12.1M in Q2 2026.
177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.