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Capital Investment Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Capital Investment Advisory Services’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 		$110K Buy
4,691
+97
+2% +$2.26K 0.01% 795
2026
Q1 		$106K Buy
4,594
+914
+25% +$21.3K 0.01% 728
2025
Q4 		$85.3K Sell
3,680
-310
-8% -$7.21K 0.01% 726
2025
Q3 		$92.1K Sell
3,990
-5,442
-58% -$122K 0.01% 687
2025
Q2 		$211K Buy
9,432
+6,100
+183% +$137K 0.02% 546
2025
Q1 		$76.8K Buy
3,332
+1,561
+88% +$36.6K 0.01% 650
2024
Q4 		$41.8K Sell
1,771
-4,796
-73% -$115K ﹤0.01% 677
2024
Q3 		$159K Buy
6,567
+236
+4% +$5.65K 0.02% 528
2024
Q2 		$150K Hold
6,331
– – 0.02% 526
2024
Q1 		$151K Hold
6,331
– – 0.02% 518
2023
Q4 		$153K Sell
6,331
-603
-9% -$13.8K 0.01% 524
2023
Q3 		$154K Sell
6,934
-65
-0.9% -$1.51K 0.02% 506
2023
Q2 		$165K Buy
6,999
+1,100
+19% +$25.9K 0.02% 478
2023
Q1 		$140K Hold
5,899
– – 0.02% 502
2022
Q4 		$135K Hold
5,899
– – 0.02% 508
2022
Q3 		$130K Buy
5,899
+179
+3% +$4.2K 0.02% 478
2022
Q2 		$134K Hold
5,720
– – 0.02% 490
2022
Q1 		$143K Sell
5,720
-415
-7% -$10.8K 0.02% 532
2021
Q4 		$166K Sell
6,135
-84
-1% -$2.26K 0.02% 497
2021
Q3 		$167K Sell
6,219
-464
-7% -$12.7K 0.02% 465
2021
Q2 		$182K Buy
6,683
+96
+1% +$2.6K 0.02% 473
2021
Q1 		$176K Buy
6,587
+35
+0.5% +$944 0.02% 438
2020
Q4 		$178K Buy
6,552
+799
+14% +$21.4K 0.03% 425
2020
Q3 		$153K Buy
5,753
+5,353
+1,338% +$144K 0.03% 382
2020
Q2 		$11K Hold
400
– – ﹤0.01% 478
2020
Q1 		$10K Buy
+400
New +$10.6K ﹤0.01% 469

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 22.9% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 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 Investment Advisory Services's PZA Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2.1% in Q2 2026, buying an estimated $2.26K and bringing the position to 4,691 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #795.

Capital Investment Advisory Services first reported a position in PZA in Q1 2020 and has held it in 26 quarters since. The position peaked at $211K in Q2 2025. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Capital Investment Advisory Services held 4,691 shares of Invesco National AMT-Free Municipal Bond ETF worth $110K as of Q2 2026.
  • Capital Investment Advisory Services bought 97 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.26K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #795 holding.
  • Capital Investment Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Capital Investment Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $211K in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.