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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's PZA Position: Q1 2026 in Review

Capital Investment Advisory Services increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 25% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,594 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #728.

Capital Investment Advisory Services first reported a position in PZA in Q1 2020 and has held it in 25 quarters since. The position peaked at $211K in Q2 2025. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Capital Investment Advisory Services held 4,594 shares of Invesco National AMT-Free Municipal Bond ETF worth $106K as of Q1 2026.
  • Capital Investment Advisory Services bought 914 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $21.3K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #728 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 25 quarters since.
  • Capital Investment Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $211K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.