Wiser Advisor Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Wiser Advisor 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	$359K	Sell	15,270 -1,415	-8%	-$32.9K	0.39%	44
2026 Q1	$383K	Hold	16,685	–	–	0.46%	43
2025 Q4	$387K	Sell	16,685 -2,787	-14%	-$64.8K	0.44%	45
2025 Q3	$450K	Buy	+19,472	New	+$436K	0.56%	40
2025 Q2	–	Sell	-19,472	Closed	-$449K	–	201
2025 Q1	$449K	Sell	19,472 -1,312	-6%	-$30.8K	0.66%	33
2024 Q4	$491K	Sell	20,784 -691	-3%	-$16.5K	0.71%	31
2024 Q3	$519K	Sell	21,475 -455	-2%	-$10.9K	0.77%	31
2024 Q2	$519K	Hold	21,930	–	–	0.82%	29
2024 Q1	$523K	Hold	21,930	–	–	0.82%	29
2023 Q4	$530K	Buy	+21,930	New	+$500K	0.88%	27

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

Wiser Advisor Group's PZA Position: Q2 2026 in Review

Wiser Advisor Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8.5% in Q2 2026, selling an estimated $32.9K and leaving 15,270 shares worth $359K. The position accounts for 0.39% of the portfolio, ranked #44.

Wiser Advisor Group first reported a position in PZA in Q4 2023 and has held it in 10 quarters since. The position peaked at $530K in Q4 2023. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Wiser Advisor Group held 15,270 shares of Invesco National AMT-Free Municipal Bond ETF worth $359K as of Q2 2026.
Wiser Advisor Group sold 1,415 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $32.9K.
Invesco National AMT-Free Municipal Bond ETF made up 0.39% of Wiser Advisor Group's portfolio in Q2 2026, its #44 holding.
Wiser Advisor Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $530K in Q4 2023.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.