Ackerman Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ackerman Capital Advisors’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	$444K	Sell	18,860 -380	-2%	-$8.85K	0.09%	79
2026 Q1	$442K	Sell	19,240 -324	-2%	-$7.54K	0.09%	78
2025 Q4	$454K	Sell	19,564 -4,099	-17%	-$95.4K	0.09%	79
2025 Q3	$546K	Hold	23,663	–	–	0.11%	70
2025 Q2	$530K	Sell	23,663 -11,056	-32%	-$249K	0.12%	72
2025 Q1	$800K	Sell	34,719 -9,033	-21%	-$212K	0.21%	55
2024 Q4	$1.03M	Sell	43,752 -617	-1%	-$14.7K	0.27%	46
2024 Q3	$1.07M	Sell	44,369 -11,150	-20%	-$267K	0.28%	44
2024 Q2	$1.31M	Buy	55,519 +8,404	+18%	+$199K	0.35%	40
2024 Q1	$1.12M	Buy	47,115 +4,729	+11%	+$113K	0.31%	48
2023 Q4	$1.02M	Sell	42,386 -510,811	-92%	-$11.7M	0.29%	53
2023 Q3	$12.3M	Buy	553,197 +12,120	+2%	+$281K	3.41%	7
2023 Q2	$12.8M	Buy	541,077 +22,078	+4%	+$521K	3.31%	6
2023 Q1	$12.3M	Buy	+518,999	New	+$12.2M	3.18%	7

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

Ackerman Capital Advisors's PZA Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2% in Q2 2026, selling an estimated $8.85K and leaving 18,860 shares worth $444K. The position accounts for 0.09% of the portfolio, ranked #79.

Ackerman Capital Advisors first reported a position in PZA in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.8M in Q2 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Ackerman Capital Advisors held 18,860 shares of Invesco National AMT-Free Municipal Bond ETF worth $444K as of Q2 2026.
Ackerman Capital Advisors sold 380 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $8.85K.
Invesco National AMT-Free Municipal Bond ETF made up 0.09% of Ackerman Capital Advisors's portfolio in Q2 2026, its #79 holding.
Ackerman Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2023 and has held it in 14 quarters since.
Ackerman Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $12.8M in Q2 2023.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.