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Capital Analysts LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Capital Analysts LLC’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 		$379K Buy
16,139
+2,831
+21% +$65.9K 0.01% 549
2026
Q1 		$306K Buy
13,308
+4,756
+56% +$111K 0.01% 560
2025
Q4 		$198K Buy
+8,552
New +$199K 0.01% 618
2025
Q3 		– Sell
-68
Closed -$2K – 1480
2025
Q2 		$2K Hold
68
– – ﹤0.01% 1323
2025
Q1 		$2K Hold
68
– – ﹤0.01% 1312
2024
Q4 		$2K Sell
68
-177
-72% -$4.23K ﹤0.01% 1231
2024
Q3 		$6K Buy
+245
New +$5.87K ﹤0.01% 1104
2023
Q1 		– Sell
-3,813
Closed -$87K – 1057
2022
Q4 		$87K Sell
3,813
-1,479
-28% -$33.5K 0.01% 525
2022
Q3 		$117K Buy
5,292
+18
+0.3% +$423 0.01% 419
2022
Q2 		$124K Buy
5,274
+17
+0.3% +$404 0.01% 400
2022
Q1 		$131K Buy
5,257
+16
+0.3% +$416 0.01% 388
2021
Q4 		$142K Sell
5,241
-95
-2% -$2.56K 0.01% 388
2021
Q3 		$143K Buy
5,336
+126
+2% +$3.44K 0.01% 389
2021
Q2 		$142K Buy
5,210
+720
+16% +$19.5K 0.01% 386
2021
Q1 		$120K Buy
4,490
+2,194
+96% +$59.2K 0.01% 423
2020
Q4 		$62K Buy
2,296
+13
+0.6% +$348 0.01% 390
2020
Q3 		$61K Buy
2,283
+13
+0.6% +$349 0.01% 376
2020
Q2 		$60K Buy
2,270
+16
+0.7% +$417 0.01% 351
2020
Q1 		$58K Buy
2,254
+14
+0.6% +$370 0.01% 318
2019
Q4 		$59K Buy
2,240
+15
+0.7% +$397 0.01% 376
2019
Q3 		$59K Buy
2,225
+852
+62% +$22.6K 0.01% 361
2019
Q2 		$36K Buy
+1,373
New +$35.6K ﹤0.01% 407

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

Capital Analysts LLC's PZA Position: Q2 2026 in Review

Capital Analysts LLC increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 21% in Q2 2026, buying an estimated $65.9K and bringing the position to 16,139 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #549.

Capital Analysts LLC first reported a position in PZA in Q2 2019 and has held it in 22 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Capital Analysts LLC held 16,139 shares of Invesco National AMT-Free Municipal Bond ETF worth $379K as of Q2 2026.
  • Capital Analysts LLC bought 2,831 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $65.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #549 holding.
  • Capital Analysts LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2019 and has held it in 22 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.