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 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

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

West Wealth Group's PZA Position: Q2 2026 in Review

West Wealth Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 16% in Q2 2026, buying an estimated $1.66M and bringing the position to 514,231 shares worth $12.1M. The position accounts for 1.98% of the portfolio, ranked #13.

West Wealth Group first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

West Wealth Group held 514,231 shares of Invesco National AMT-Free Municipal Bond ETF worth $12.1M as of Q2 2026.
West Wealth Group bought 71,431 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.66M.
Invesco National AMT-Free Municipal Bond ETF made up 1.98% of West Wealth Group's portfolio in Q2 2026, its #13 holding.
West Wealth Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 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 West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.