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Capstone Financial Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Capstone Financial Advisors’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 		$251K Buy
10,668
+99
+0.9% +$2.31K 0.01% 158
2026
Q1 		$243K Buy
10,569
+96
+0.9% +$2.23K 0.01% 146
2025
Q4 		$243K Sell
10,473
-760
-7% -$17.7K 0.01% 149
2025
Q3 		$259K Buy
+11,233
New +$252K 0.01% 149

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

Capstone Financial Advisors's PZA Position: Q2 2026 in Review

Capstone Financial Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.94% in Q2 2026, buying an estimated $2.31K and bringing the position to 10,668 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #158.

Capstone Financial Advisors first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q3 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Capstone Financial Advisors held 10,668 shares of Invesco National AMT-Free Municipal Bond ETF worth $251K as of Q2 2026.
  • Capstone Financial Advisors bought 99 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.31K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Capstone Financial Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Capstone Financial Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $259K in Q3 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.