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Anderson Hoagland & Co’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Anderson Hoagland & Co’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 		$1.45M Sell
61,554
-166,850
-73% -$3.89M 0.11% 102
2026
Q1 		$5.25M Sell
228,404
-15,721
-6% -$366K 0.45% 60
2025
Q4 		$5.66M Sell
244,125
-406
-0.2% -$9.45K 0.49% 56
2025
Q3 		$5.65M Sell
244,531
-14,811
-6% -$332K 0.51% 54
2025
Q2 		$5.81M Sell
259,342
-118,524
-31% -$2.67M 0.55% 50
2025
Q1 		$8.38M Buy
377,866
+8,348
+2% +$196K 0.99% 34
2024
Q4 		$8.67M Sell
369,518
-25,990
-7% -$621K 0.89% 31
2024
Q3 		$9.54M Sell
395,508
-3,234
-0.8% -$77.5K 0.97% 33
2024
Q2 		$9.48M Buy
398,742
+44,659
+13% +$1.06M 1% 32
2024
Q1 		$8.3M Buy
354,083
+1,890
+0.5% +$45.3K 0.93% 34
2023
Q4 		$8.47M Buy
352,193
+245,733
+231% +$5.61M 1.04% 30
2023
Q3 		$2.36M Sell
106,460
-12,775
-11% -$296K 0.32% 79
2023
Q2 		$2.81M Buy
119,235
+5,388
+5% +$127K 0.36% 72
2023
Q1 		$2.7M Buy
113,847
+18,297
+19% +$430K 0.39% 69
2022
Q4 		$2.3M Buy
95,550
+46,816
+96% +$1.06M 0.33% 78
2022
Q3 		$1.08M Buy
+48,734
New +$1.14M 0.17% 90
2021
Q4 		– Sell
-38,822
Closed -$1.04M – 111
2021
Q3 		$1.04M Buy
38,822
+4,487
+13% +$122K 0.13% 92
2021
Q2 		$936K Buy
34,335
+22,695
+195% +$616K 0.12% 96
2021
Q1 		$311K Sell
11,640
-79,314
-87% -$2.14M 0.04% 104
2020
Q4 		$2.47M Buy
+90,954
New +$2.43M 0.39% 65

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Anderson Hoagland & Co's PZA Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 73% in Q2 2026, selling an estimated $3.89M and leaving 61,554 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #102.

Anderson Hoagland & Co first reported a position in PZA in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.54M in Q3 2024. 82 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Anderson Hoagland & Co held 61,554 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.45M as of Q2 2026.
  • Anderson Hoagland & Co sold 166,850 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $3.89M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Anderson Hoagland & Co's portfolio in Q2 2026, its #102 holding.
  • Anderson Hoagland & Co first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Anderson Hoagland & Co's Invesco National AMT-Free Municipal Bond ETF position peaked at $9.54M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.