Brinker Capital Investments’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Brinker Capital Investments’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	$475K	Sell	20,194 -948	-4%	-$22.1K	﹤0.01%	1493
2026 Q1	$486K	Buy	21,142 +3,574	+20%	+$83.2K	﹤0.01%	1476
2025 Q4	$407K	Sell	17,568 -768	-4%	-$17.9K	﹤0.01%	1675
2025 Q3	$423K	Buy	18,336 +3,333	+22%	+$74.7K	﹤0.01%	1610
2025 Q2	$336K	Buy	+15,003	New	+$337K	﹤0.01%	1653
2025 Q1	–	Sell	-10,194	Closed	-$241K	–	1957
2024 Q4	$241K	Buy	+10,194	New	+$244K	﹤0.01%	1668
2020 Q1	–	Sell	-13,211	Closed	-$350K	–	638
2019 Q4	$350K	Hold	13,211	–	–	0.01%	281
2019 Q3	$351K	Hold	13,211	–	–	0.01%	288
2019 Q2	$345K	Hold	13,211	–	–	0.01%	324
2019 Q1	$339K	Hold	13,211	–	–	0.01%	299
2018 Q4	$330K	Buy	+13,211	New	+$326K	0.01%	290

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

Brinker Capital Investments's PZA Position: Q2 2026 in Review

Brinker Capital Investments reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.5% in Q2 2026, selling an estimated $22.1K and leaving 20,194 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Brinker Capital Investments first reported a position in PZA in Q4 2018 and has held it in 11 quarters since. The position peaked at $486K in Q1 2026. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Brinker Capital Investments held 20,194 shares of Invesco National AMT-Free Municipal Bond ETF worth $475K as of Q2 2026.
Brinker Capital Investments sold 948 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $22.1K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1493 holding.
Brinker Capital Investments first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 11 quarters since.
Brinker Capital Investments's Invesco National AMT-Free Municipal Bond ETF position peaked at $486K in Q1 2026.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.