Ashton Thomas Securities’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ashton Thomas Securities’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	$4.23M	Buy	179,806 +7,860	+5%	+$183K	0.62%	29
2026 Q1	$3.95M	Buy	171,946 +64,937	+61%	+$1.51M	0.5%	48
2025 Q4	$2.48M	Sell	107,009 -59,962	-36%	-$1.4M	0.47%	52
2025 Q3	$3.86M	Buy	166,971 +109,119	+189%	+$2.44M	0.54%	45
2025 Q2	$1.3M	Sell	57,852 -136,715	-70%	-$3.08M	0.31%	83
2025 Q1	$4.48M	Buy	194,567 +6,037	+3%	+$142K	1.24%	15
2024 Q4	$4.45M	Buy	188,530 +22,060	+13%	+$527K	1.22%	18
2024 Q3	$4.02M	Sell	166,470 -7,204	-4%	-$173K	0.78%	27
2024 Q2	$4.13M	Buy	+173,674	New	+$4.1M	1%	24

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

Ashton Thomas Securities's PZA Position: Q2 2026 in Review

Ashton Thomas Securities increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.6% in Q2 2026, buying an estimated $183K and bringing the position to 179,806 shares worth $4.23M. The position accounts for 0.62% of the portfolio, ranked #29.

Ashton Thomas Securities first reported a position in PZA in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.48M in Q1 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Ashton Thomas Securities held 179,806 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.23M as of Q2 2026.
Ashton Thomas Securities bought 7,860 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $183K.
Invesco National AMT-Free Municipal Bond ETF made up 0.62% of Ashton Thomas Securities's portfolio in Q2 2026, its #29 holding.
Ashton Thomas Securities first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's Invesco National AMT-Free Municipal Bond ETF position peaked at $4.48M in Q1 2025.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.