Advisory Alpha’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Advisory Alpha’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	$541K	Sell	22,998 -633	-3%	-$14.7K	0.01%	350
2026 Q1	$543K	Sell	23,631 -5,406	-19%	-$126K	0.01%	309
2025 Q4	$673K	Sell	29,037 -1,936	-6%	-$45K	0.02%	251
2025 Q3	$716K	Buy	30,973 +2,159	+7%	+$48.4K	0.02%	239
2025 Q2	$645K	Buy	28,814 +1,470	+5%	+$33.1K	0.02%	231
2025 Q1	$630K	Sell	27,344 -5,157	-16%	-$121K	0.02%	217
2024 Q4	$767K	Buy	32,501 +4,781	+17%	+$114K	0.03%	178
2024 Q3	$669K	Sell	27,720 -891	-3%	-$21.3K	0.02%	192
2024 Q2	$678K	Sell	28,611 -6,873	-19%	-$162K	0.03%	178
2024 Q1	$846K	Sell	35,484 -19,412	-35%	-$465K	0.03%	174
2023 Q4	$1.33M	Buy	54,896 +5,755	+12%	+$131K	0.06%	125
2023 Q3	$1.09M	Sell	49,141 -5,059	-9%	-$117K	0.06%	130
2023 Q2	$1.28M	Sell	54,200 -5,488	-9%	-$129K	0.07%	133
2023 Q1	$1.41M	Sell	59,688 -1,321	-2%	-$31.1K	0.09%	96
2022 Q4	$1.4M	Sell	61,009 -5,550	-8%	-$126K	0.1%	88
2022 Q3	$1.47M	Sell	66,559 -2,787	-4%	-$65.4K	0.11%	79
2022 Q2	$1.63M	Sell	69,346 -32,539	-32%	-$773K	0.12%	68
2022 Q1	$2.54M	Sell	101,885 -43,389	-30%	-$1.13M	0.16%	61
2021 Q4	$3.94M	Buy	145,274 +12,337	+9%	+$333K	0.23%	53
2021 Q3	$3.57M	Buy	132,937 +11,807	+10%	+$322K	0.25%	51
2021 Q2	$3.3M	Buy	121,130 +53,165	+78%	+$1.44M	0.27%	49
2021 Q1	$1.82M	Buy	+67,965	New	+$1.83M	0.18%	59

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

Advisory Alpha's PZA Position: Q2 2026 in Review

Advisory Alpha reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.7% in Q2 2026, selling an estimated $14.7K and leaving 22,998 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #350.

Advisory Alpha first reported a position in PZA in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.94M in Q4 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Advisory Alpha held 22,998 shares of Invesco National AMT-Free Municipal Bond ETF worth $541K as of Q2 2026.
Advisory Alpha sold 633 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $14.7K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #350 holding.
Advisory Alpha first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and has held it in 22 quarters since.
Advisory Alpha's Invesco National AMT-Free Municipal Bond ETF position peaked at $3.94M in Q4 2021.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.