Blue Trust Inc’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Blue Trust Inc’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	$780K	Buy	33,143 +2,439	+8%	+$56.8K	0.01%	357
2026 Q1	$706K	Buy	30,704 +9,247	+43%	+$215K	0.01%	374
2025 Q4	$498K	Sell	21,457 -98	-0.5%	-$2.28K	0.01%	483
2025 Q3	$498K	Buy	21,555 +175	+0.8%	+$3.92K	0.01%	489
2025 Q2	$479K	Buy	21,380 +20,980	+5,245%	+$472K	0.01%	462
2025 Q1	$9.22K	Buy	400 +62	+18%	+$1.46K	﹤0.01%	1923
2024 Q4	$7.98K	Buy	+338	New	+$8.08K	﹤0.01%	2005
2024 Q1	–	Sell	-2,036	Closed	-$45K	–	2605
2023 Q4	$45K	Buy	2,036 +2,035	+203,500%	+$46.4K	﹤0.01%	980
2023 Q3	$0	Sell	1 -8,285	-100%	-$192K	﹤0.01%	2243
2023 Q2	$196K	Buy	+8,286	New	+$195K	﹤0.01%	365

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

Blue Trust Inc's PZA Position: Q2 2026 in Review

Blue Trust Inc increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.9% in Q2 2026, buying an estimated $56.8K and bringing the position to 33,143 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #357.

Blue Trust Inc first reported a position in PZA in Q2 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Blue Trust Inc held 33,143 shares of Invesco National AMT-Free Municipal Bond ETF worth $780K as of Q2 2026.
Blue Trust Inc bought 2,439 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $56.8K.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #357 holding.
Blue Trust Inc first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 10 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.