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Ally Invest Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ally Invest 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 		$926K Buy
39,359
+2,346
+6% +$54.6K 0.06% 45
2026
Q1 		$851K Buy
37,013
+1,547
+4% +$36K 0.06% 46
2025
Q4 		$822K Buy
35,466
+2,502
+8% +$58.2K 0.06% 45
2025
Q3 		$761K Buy
32,964
+4,081
+14% +$91.4K 0.05% 46
2025
Q2 		$647K Buy
28,883
+2,870
+11% +$64.6K 0.05% 47
2025
Q1 		$599K Buy
26,013
+1,452
+6% +$34.1K 0.05% 46
2024
Q4 		$580K Buy
24,561
+5,868
+31% +$140K 0.05% 48
2024
Q3 		$451K Buy
18,693
+1,328
+8% +$31.8K 0.04% 53
2024
Q2 		$411K Buy
17,365
+1,916
+12% +$45.3K 0.04% 52
2024
Q1 		$368K Buy
15,449
+1,234
+9% +$29.5K 0.04% 53
2023
Q4 		$344K Buy
14,215
+2,066
+17% +$47.1K 0.04% 51
2023
Q3 		$269K Buy
12,149
+2,784
+30% +$64.5K 0.03% 51
2023
Q2 		$221K Buy
+9,365
New +$221K 0.03% 50

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

Ally Invest Advisors's PZA Position: Q2 2026 in Review

Ally Invest Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.3% in Q2 2026, buying an estimated $54.6K and bringing the position to 39,359 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #45.

Ally Invest Advisors first reported a position in PZA in Q2 2023 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ally Invest Advisors held 39,359 shares of Invesco National AMT-Free Municipal Bond ETF worth $926K as of Q2 2026.
  • Ally Invest Advisors bought 2,346 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $54.6K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.06% of Ally Invest Advisors's portfolio in Q2 2026, its #45 holding.
  • Ally Invest Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.