Belpointe Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Belpointe Asset 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 Q2	$230K	Sell	9,792 -299	-3%	-$6.96K	0.01%	1009
2026 Q1	$232K	Sell	10,091 -292	-3%	-$6.8K	0.01%	953
2025 Q4	$241K	Sell	10,383 -3,200	-24%	-$74.5K	0.01%	901
2025 Q3	$314K	Sell	13,583 -2,238	-14%	-$50.1K	0.01%	782
2025 Q2	$354K	Sell	15,821 -59,142	-79%	-$1.33M	0.01%	703
2025 Q1	$1.73M	Buy	+74,963	New	+$1.76M	0.09%	210
2024 Q3	–	Sell	-21,156	Closed	-$501K	–	978
2024 Q2	$501K	Hold	21,156	–	–	0.03%	459
2024 Q1	$504K	Hold	21,156	–	–	0.04%	434
2023 Q4	$512K	Hold	21,156	–	–	0.04%	362
2023 Q3	$469K	Hold	21,156	–	–	0.05%	354
2023 Q2	$499K	Sell	21,156 -230	-1%	-$5.42K	0.05%	310
2023 Q1	$506K	Hold	21,386	–	–	0.03%	564
2022 Q4	$491K	Hold	21,386	–	–	0.03%	550
2022 Q3	$472K	Sell	21,386 -100	-0.5%	-$2.35K	0.03%	524
2022 Q2	$503K	Buy	21,486 +100	+0.5%	+$2.38K	0.03%	482
2022 Q1	$533K	Sell	21,386 -10,000	-32%	-$260K	0.03%	524
2021 Q4	$851K	Sell	31,386 -11,000	-26%	-$297K	0.05%	365
2021 Q3	$1.14M	Buy	42,386 +746	+2%	+$20.3K	0.08%	282
2021 Q2	$1.14M	Buy	41,640 +90	+0.2%	+$2.44K	0.08%	263
2021 Q1	$1.11M	Buy	41,550 +675	+2%	+$18.2K	0.1%	233
2020 Q4	$1.11M	Sell	40,875 -3,546	-8%	-$94.9K	0.1%	231
2020 Q3	$1.18M	Buy	44,421 +381	+0.9%	+$10.2K	0.13%	172
2020 Q2	$1.17M	Sell	44,040 -4,022	-8%	-$105K	0.15%	145
2020 Q1	$1.24M	Sell	48,062 -18,805	-28%	-$497K	0.22%	106
2019 Q4	$1.77M	Buy	66,867 +13,993	+26%	+$370K	0.22%	109
2019 Q3	$1.4M	Buy	52,874 +1,509	+3%	+$40K	0.23%	105
2019 Q2	$1.34M	Sell	51,365 -257,305	-83%	-$6.66M	0.26%	85
2019 Q1	$12.8M	Buy	308,670 +252,966	+454%	+$6.37M	2.5%	7
2018 Q4	$1.39M	Buy	+55,704	New	+$1.37M	0.35%	60

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

Belpointe Asset Management's PZA Position: Q2 2026 in Review

Belpointe Asset Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 3% in Q2 2026, selling an estimated $6.96K and leaving 9,792 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1009.

Belpointe Asset Management first reported a position in PZA in Q4 2018 and has held it in 29 quarters since. The position peaked at $12.8M in Q1 2019. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Belpointe Asset Management held 9,792 shares of Invesco National AMT-Free Municipal Bond ETF worth $230K as of Q2 2026.
Belpointe Asset Management sold 299 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $6.96K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1009 holding.
Belpointe Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 29 quarters since.
Belpointe Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $12.8M in Q1 2019.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.