Annex Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Annex Advisory Services’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 Q3	–	Sell	-10,517	Closed	-$247K	–	391
2026 Q2	$247K	Sell	10,517 -8,060	-43%	-$188K	﹤0.01%	323
2026 Q1	$427K	Sell	18,577 -2,735	-13%	-$63.7K	0.01%	269
2025 Q4	$494K	Sell	21,312 -31,601	-60%	-$735K	0.01%	248
2025 Q3	$1.22M	Sell	52,913 -363,755	-87%	-$8.15M	0.03%	159
2025 Q2	$9.33M	Sell	416,668 -368,697	-47%	-$8.29M	0.22%	72
2025 Q1	$18.1M	Buy	785,365 +73,329	+10%	+$1.72M	0.51%	54
2024 Q4	$16.8M	Buy	+712,036	New	+$17M	0.51%	46

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services's PZA Position: Q3 2026 in Review

Annex Advisory Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026, closing a stake of 10,517 shares — an estimated $247K sold.

Annex Advisory Services first reported a position in PZA in Q4 2024 and held it in 7 quarters. The position peaked at $18.1M in Q1 2025. 109 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Annex Advisory Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
Annex Advisory Services sold 10,517 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $247K.
Annex Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and held it in 7 quarters.
Annex Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $18.1M in Q1 2025.
109 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.