American Institute for Advanced Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

American Institute for Advanced Investment Management’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	$347K	Hold	14,770	–	–	0.2%	122
2026 Q1	$339K	Buy	14,770 +425	+3%	+$9.89K	0.22%	115
2025 Q4	$333K	Buy	14,345 +650	+5%	+$15.1K	0.21%	110
2025 Q3	$316K	Buy	13,695 +1,650	+14%	+$37K	0.21%	111
2025 Q2	$270K	Buy	12,045 +1,500	+14%	+$33.7K	0.19%	117
2025 Q1	$243K	Hold	10,545	–	–	0.19%	118
2024 Q4	$249K	Buy	10,545 +1,000	+10%	+$23.9K	0.19%	117
2024 Q3	$231K	Hold	9,545	–	–	0.17%	127
2024 Q2	$226K	Hold	9,545	–	–	0.17%	124
2024 Q1	$227K	Hold	9,545	–	–	0.18%	123
2023 Q4	$231K	Buy	9,545 +500	+6%	+$11.4K	0.2%	108
2023 Q3	$200K	Hold	9,045	–	–	0.19%	114
2023 Q2	$213K	Hold	9,045	–	–	0.19%	113
2023 Q1	$214K	Hold	9,045	–	–	0.23%	94
2022 Q4	$207K	Sell	9,045 -3,200	-26%	-$72.5K	0.19%	102
2022 Q3	$270K	Hold	12,245	–	–	0.25%	84
2022 Q2	$287K	Hold	12,245	–	–	0.25%	88
2022 Q1	$305K	Hold	12,245	–	–	0.22%	91
2021 Q4	$332K	Hold	12,245	–	–	0.22%	89
2021 Q3	$329K	Hold	12,245	–	–	0.23%	88
2021 Q2	$334K	Hold	12,245	–	–	0.24%	88
2021 Q1	$328K	Sell	12,245 -2,200	-15%	-$59.3K	0.25%	82
2020 Q4	$392K	Hold	14,445	–	–	0.32%	71
2020 Q3	$385K	Hold	14,445	–	–	0.35%	65
2020 Q2	$384K	Buy	14,445 +400	+3%	+$10.4K	0.36%	64
2020 Q1	$362K	Buy	14,045 +500	+4%	+$13.2K	0.39%	60
2019 Q4	$358K	Buy	+13,545	New	+$358K	0.35%	65

Other funds holding PZA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

American Institute for Advanced Investment Management's PZA Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 14,770 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #122.

American Institute for Advanced Investment Management first reported a position in PZA in Q4 2019 and has held it in 27 quarters since. The position peaked at $392K in Q4 2020. 212 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

American Institute for Advanced Investment Management held 14,770 shares of Invesco National AMT-Free Municipal Bond ETF worth $347K as of Q2 2026.
American Institute for Advanced Investment Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.2% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #122 holding.
American Institute for Advanced Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 27 quarters since.
American Institute for Advanced Investment Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $392K in Q4 2020.
212 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.