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

Ancora 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	$120K	Sell	5,089 -522	-9%	-$12.2K	﹤0.01%	856
2026 Q1	$129K	Sell	5,611 -579	-9%	-$13.5K	﹤0.01%	845
2025 Q4	$144K	Sell	6,190 -568	-8%	-$13.2K	﹤0.01%	824
2025 Q3	$156K	Sell	6,758 -155	-2%	-$3.47K	﹤0.01%	768
2025 Q2	$155K	Sell	6,913 -236	-3%	-$5.31K	﹤0.01%	782
2025 Q1	$165K	Sell	7,149 -233	-3%	-$5.47K	﹤0.01%	758
2024 Q4	$174K	Hold	7,382	–	–	﹤0.01%	751
2024 Q3	$178K	Hold	7,382	–	–	﹤0.01%	716
2024 Q2	$175K	Hold	7,382	–	–	﹤0.01%	696
2024 Q1	$176K	Hold	7,382	–	–	﹤0.01%	702
2023 Q4	$178K	Hold	7,382	–	–	﹤0.01%	692
2023 Q3	$164K	Hold	7,382	–	–	﹤0.01%	700
2023 Q2	$174K	Hold	7,382	–	–	﹤0.01%	680
2023 Q1	$175K	Hold	7,382	–	–	0.01%	678
2022 Q4	$169K	Hold	7,382	–	–	﹤0.01%	709
2022 Q3	$163K	Hold	7,382	–	–	0.01%	787
2022 Q2	$173K	Hold	7,382	–	–	﹤0.01%	802
2022 Q1	$184K	Buy	+7,382	New	+$192K	﹤0.01%	816
2018 Q4	–	Sell	-729	Closed	-$18K	–	1052
2018 Q3	$18K	Buy	+729	New	+$18.3K	﹤0.01%	1094

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

Ancora Advisors's PZA Position: Q2 2026 in Review

Ancora Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 9.3% in Q2 2026, selling an estimated $12.2K and leaving 5,089 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Ancora Advisors first reported a position in PZA in Q3 2018 and has held it in 19 quarters since. The position peaked at $184K in Q1 2022. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Ancora Advisors held 5,089 shares of Invesco National AMT-Free Municipal Bond ETF worth $120K as of Q2 2026.
Ancora Advisors sold 522 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $12.2K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #856 holding.
Ancora Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2018 and has held it in 19 quarters since.
Ancora Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $184K in Q1 2022.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.