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

Aptus Capital 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	$127K	Hold	5,384	–	–	﹤0.01%	1209
2026 Q1	$124K	Sell	5,384 -1,265	-19%	-$29.4K	﹤0.01%	1101
2025 Q4	$154K	Buy	6,649 +488	+8%	+$11.4K	﹤0.01%	1075
2025 Q3	$142K	Hold	6,161	–	–	﹤0.01%	1039
2025 Q2	$138K	Hold	6,161	–	–	﹤0.01%	1007
2025 Q1	$142K	Sell	6,161 -1,490	-19%	-$35K	﹤0.01%	954
2024 Q4	$181K	Buy	7,651 +1,490	+24%	+$35.6K	﹤0.01%	909
2024 Q3	$149K	Hold	6,161	–	–	﹤0.01%	802
2024 Q2	$146K	Buy	6,161 +123	+2%	+$2.91K	﹤0.01%	768
2024 Q1	$144K	Buy	6,038 +877	+17%	+$21K	﹤0.01%	774
2023 Q4	$125K	Hold	5,161	–	–	﹤0.01%	597
2023 Q3	$114K	Hold	5,161	–	–	﹤0.01%	611
2023 Q2	$122K	Buy	+5,161	New	+$122K	﹤0.01%	519

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

Aptus Capital Advisors's PZA Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 5,384 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Aptus Capital Advisors first reported a position in PZA in Q2 2023 and has held it in 13 quarters since. The position peaked at $181K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Aptus Capital Advisors held 5,384 shares of Invesco National AMT-Free Municipal Bond ETF worth $127K as of Q2 2026.
Aptus Capital Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1209 holding.
Aptus Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $181K in Q4 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.