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Archer Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Archer Investment Management’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 		$2.5M Sell
116,736
-271,760
-70% -$6.17M 0.79% 35
2026
Q2 		$9.14M Buy
388,496
+129,203
+50% +$3.01M 3.12% 7
2026
Q1 		$5.96M Buy
+259,293
New +$6.04M 2.51% 11

Other funds holding PZA

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WWG
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 8.42% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Archer Investment Management's PZA Position: Q3 2026 in Review

Archer Investment Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 70% in Q3 2026, selling an estimated $6.17M and leaving 116,736 shares worth $2.5M. The position accounts for 0.79% of the portfolio, ranked #35.

Archer Investment Management first reported a position in PZA in Q1 2026 and has held it in 3 quarters since. The position peaked at $9.14M in Q2 2026. 38 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Archer Investment Management held 116,736 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.5M as of Q3 2026.
  • Archer Investment Management sold 271,760 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $6.17M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.79% of Archer Investment Management's portfolio in Q3 2026, its #35 holding.
  • Archer Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Archer Investment Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $9.14M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.