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Calton & Associates’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Calton & Associates’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 		$256K Sell
10,877
-8,160
-43% -$190K 0.04% 352
2026
Q1 		$437K Sell
19,037
-11,799
-38% -$275K 0.06% 256
2025
Q4 		$715K Sell
30,836
-15,959
-34% -$371K 0.11% 193
2025
Q3 		$1.08M Sell
46,795
-500
-1% -$11.2K 0.16% 114
2025
Q2 		$1.06M Buy
+47,295
New +$1.06M 0.18% 100
2022
Q2 		– Sell
-69,511
Closed -$1.73M – 328
2022
Q1 		$1.73M Sell
69,511
-3,477
-5% -$90.4K 0.51% 46
2021
Q4 		$1.98M Buy
72,988
+3,735
+5% +$101K 0.53% 44
2021
Q3 		$1.86M Buy
69,253
+3,213
+5% +$87.6K 0.41% 65
2021
Q2 		$1.8M Sell
66,040
-1,317
-2% -$35.7K 0.34% 64
2021
Q1 		$1.8M Sell
67,357
-9,269
-12% -$250K 0.35% 58
2020
Q4 		$2.08M Buy
76,626
+8,479
+12% +$227K 0.37% 55
2020
Q3 		$1.81M Sell
68,147
-164
-0.2% -$4.4K 0.37% 59
2020
Q2 		$1.81M Buy
68,311
+4,445
+7% +$116K 0.4% 56
2020
Q1 		$1.65M Buy
63,866
+1,395
+2% +$36.8K 0.41% 53
2019
Q4 		$1.65M Buy
62,471
+3,917
+7% +$104K 0.33% 61
2019
Q3 		$1.55M Buy
+58,554
New +$1.55M 0.35% 57
2018
Q1 		– Sell
-5,286
Closed -$135K – 1051
2017
Q4 		$135K Buy
+5,286
New +$136K 0.03% 419

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Calton & Associates's PZA Position: Q2 2026 in Review

Calton & Associates reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 43% in Q2 2026, selling an estimated $190K and leaving 10,877 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #352.

Calton & Associates first reported a position in PZA in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.08M in Q4 2020. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Calton & Associates held 10,877 shares of Invesco National AMT-Free Municipal Bond ETF worth $256K as of Q2 2026.
  • Calton & Associates sold 8,160 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $190K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #352 holding.
  • Calton & Associates first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 17 quarters since.
  • Calton & Associates's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.08M in Q4 2020.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.