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 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Annex Advisory Services's PZA Position: Q2 2026 in Review

Annex Advisory Services reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 43% in Q2 2026, selling an estimated $188K and leaving 10,517 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Annex Advisory Services first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.1M in Q1 2025. 44 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Annex Advisory Services held 10,517 shares of Invesco National AMT-Free Municipal Bond ETF worth $247K as of Q2 2026.
Annex Advisory Services sold 8,060 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $188K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #323 holding.
Annex Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Annex Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $18.1M in Q1 2025.
44 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.