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

Advisory Resource 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 		$429K Buy
18,228
+207
+1% +$4.82K 0.06% 144
2026
Q1 		$414K Buy
18,021
+190
+1% +$4.42K 0.07% 135
2025
Q4 		$414K Sell
17,831
-2,601
-13% -$60.5K 0.07% 134
2025
Q3 		$472K Sell
20,432
-881
-4% -$19.7K 0.08% 134
2025
Q2 		$477K Buy
21,313
+431
+2% +$9.7K 0.09% 131
2025
Q1 		$481K Buy
20,882
+3,300
+19% +$77.4K 0.1% 131
2024
Q4 		$415K Buy
17,582
+51
+0.3% +$1.22K 0.09% 127
2024
Q3 		$423K Sell
17,531
-1,699
-9% -$40.7K 0.09% 125
2024
Q2 		$455K Sell
19,230
-38
-0.2% -$898 0.1% 119
2024
Q1 		$459K Sell
19,268
-426
-2% -$10.2K 0.11% 120
2023
Q4 		$476K Buy
19,694
+6,404
+48% +$146K 0.12% 117
2023
Q3 		$295K Buy
+13,290
New +$308K 0.08% 129
2021
Q2 		– Sell
-10,947
Closed -$293K – 140
2021
Q1 		$293K Sell
10,947
-2,984
-21% -$80.5K 0.14% 80
2020
Q4 		$378K Buy
13,931
+10
+0.1% +$268 0.19% 64
2020
Q3 		$371K Buy
13,921
+3,608
+35% +$96.8K 0.22% 58
2020
Q2 		$274K Hold
10,313
– – 0.17% 70
2020
Q1 		$266K Hold
10,313
– – 0.2% 63
2019
Q4 		$273K Hold
10,313
– – 0.15% 61
2019
Q3 		$274K Buy
+10,313
New +$273K 0.15% 60

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

Advisory Resource Group's PZA Position: Q2 2026 in Review

Advisory Resource Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.1% in Q2 2026, buying an estimated $4.82K and bringing the position to 18,228 shares worth $429K. The position accounts for 0.06% of the portfolio, ranked #144.

Advisory Resource Group first reported a position in PZA in Q3 2019 and has held it in 19 quarters since. The position peaked at $481K in Q1 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Advisory Resource Group held 18,228 shares of Invesco National AMT-Free Municipal Bond ETF worth $429K as of Q2 2026.
  • Advisory Resource Group bought 207 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $4.82K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.06% of Advisory Resource Group's portfolio in Q2 2026, its #144 holding.
  • Advisory Resource Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Advisory Resource Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $481K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.