Willis Johnson & Associates
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Willis Johnson & Associates’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Willis Johnson & Associates’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 		$1.52M Buy
+71,057
New +$1.61M 0.08% 51

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SoFi Wealth
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Shepherd Financial Partners
Shepherd Financial Partners Winchester, Massachusetts $1.24B AUM 20.28% 1-Year Est. Return

Willis Johnson & Associates's PZA Position: Q3 2026 in Review

Willis Johnson & Associates opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 71,057 shares worth $1.52M. The stake represents 0.08% of the portfolio and ranks #51 among its holdings.

194 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Willis Johnson & Associates held 71,057 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.52M as of Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Willis Johnson & Associates position in Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.08% of Willis Johnson & Associates's portfolio in Q3 2026, its #51 holding.
  • 194 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Willis Johnson & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.