Avantax Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Avantax 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
2025 Q2	$227K	Buy	+10,157	New	+$228K	﹤0.01%	2117
2024 Q2	–	Sell	-8,961	Closed	-$214K	–	2122
2024 Q1	$214K	Sell	8,961 -2,750	-23%	-$65.8K	﹤0.01%	1509
2023 Q4	$283K	Buy	+11,711	New	+$267K	﹤0.01%	1270
2023 Q3	–	Sell	-10,133	Closed	-$239K	–	1607
2023 Q2	$239K	Sell	10,133 -13,825	-58%	-$326K	﹤0.01%	1308
2023 Q1	$567K	Sell	23,958 -67,740	-74%	-$1.59M	0.01%	861
2022 Q4	$2.1M	Sell	91,698 -107,214	-54%	-$2.43M	0.03%	412
2022 Q3	$4.39M	Sell	198,912 -30,344	-13%	-$712K	0.07%	224
2022 Q2	$5.37M	Buy	+229,256	New	+$5.45M	0.08%	189
2020 Q2	–	Sell	-12,898	Closed	-$333K	–	885
2020 Q1	$333K	Buy	+12,898	New	+$341K	0.01%	541

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Advisory Services's PZA Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2025: 10,157 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #2117 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in PZA as recently as Q1 2024.

Avantax Advisory Services first reported a position in PZA in Q1 2020 and has held it in 9 quarters since. The position peaked at $5.37M in Q2 2022. 223 funds tracked by Wall St. Rank hold PZA as of Q2 2025.

Avantax Advisory Services held 10,157 shares of Invesco National AMT-Free Municipal Bond ETF worth $227K as of Q2 2025.
Invesco National AMT-Free Municipal Bond ETF was a new Avantax Advisory Services position in Q2 2025.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2117 holding.
Avantax Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and has held it in 9 quarters since.
Avantax Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.37M in Q2 2022.
223 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.