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Westside Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Westside Investment 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
Q2 		$58.8K Hold
2,500
– – 0.01% 542
2026
Q1 		$57.5K Hold
2,500
– – 0.01% 528
2025
Q4 		$58K Hold
2,500
– – 0.01% 503
2025
Q3 		$57.7K Hold
2,500
– – 0.01% 506
2025
Q2 		$56K Buy
+2,500
New +$56.2K 0.01% 440

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Westside Investment Management's PZA Position: Q2 2026 in Review

Westside Investment Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 2,500 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #542.

Westside Investment Management first reported a position in PZA in Q2 2025 and has held it in 5 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Westside Investment Management held 2,500 shares of Invesco National AMT-Free Municipal Bond ETF worth $58.8K as of Q2 2026.
  • Westside Investment Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #542 holding.
  • Westside Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.