ASB Consultores’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

ASB Consultores’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	$800K	Hold	34,034	–	–	1.21%	12
2026 Q1	$791K	Buy	34,034 +17,394	+105%	+$405K	2.63%	10
2025 Q4	$389K	Hold	16,640	–	–	1.69%	14
2025 Q3	$384K	Buy	+16,640	New	+$373K	1.69%	10
2025 Q2	–	Sell	-11,595	Closed	-$267K	–	158
2025 Q1	$267K	Sell	11,595 -886	-7%	-$20.8K	0.17%	88
2024 Q4	$295K	Sell	12,481 -461	-4%	-$11K	0.12%	149
2024 Q3	$313K	Sell	12,942 -1,449	-10%	-$34.7K	0.12%	138
2024 Q2	$341K	Hold	14,391	–	–	0.12%	115
2024 Q1	$343K	Sell	14,391 -9,062	-39%	-$217K	0.09%	178
2023 Q4	$567K	Buy	23,453 +5,179	+28%	+$118K	0.19%	41
2023 Q3	$405K	Sell	18,274 -22,458	-55%	-$520K	0.16%	65
2023 Q2	$961K	Buy	40,732 +20,202	+98%	+$477K	0.47%	32
2023 Q1	$486K	Buy	+20,530	New	+$483K	0.2%	74
2022 Q2	–	Sell	-19,291	Closed	-$481K	–	222
2022 Q1	$481K	Sell	19,291 -3,949	-17%	-$103K	0.2%	84
2021 Q4	$630K	Buy	+23,240	New	+$626K	0.31%	62

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

ASB Consultores's PZA Position: Q2 2026 in Review

ASB Consultores held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 34,034 shares worth $800K. The position accounts for 1.21% of the portfolio, ranked #12.

ASB Consultores first reported a position in PZA in Q4 2021 and has held it in 15 quarters since. The position peaked at $961K in Q2 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

ASB Consultores held 34,034 shares of Invesco National AMT-Free Municipal Bond ETF worth $800K as of Q2 2026.
ASB Consultores left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 1.21% of ASB Consultores's portfolio in Q2 2026, its #12 holding.
ASB Consultores first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 15 quarters since.
ASB Consultores's Invesco National AMT-Free Municipal Bond ETF position peaked at $961K in Q2 2023.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on ASB Consultores's 13F filing for Q2 2026, filed 14 Aug 2026.