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

Choreo 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 		$2.79M Sell
118,538
-4
-0% -$93 0.03% 336
2026
Q1 		$2.72M Buy
118,542
+69,071
+140% +$1.61M 0.03% 326
2025
Q4 		$1.15M Hold
49,471
– – 0.01% 546
2025
Q3 		$1.14M Buy
49,471
+4,091
+9% +$91.7K 0.01% 557
2025
Q2 		$1.02M Buy
45,380
+1,173
+3% +$26.4K 0.01% 587
2025
Q1 		$1.02M Buy
44,207
+2,398
+6% +$56.3K 0.02% 554
2024
Q4 		$988K Sell
41,809
-3,510
-8% -$83.9K 0.01% 584
2024
Q3 		$1.1M Hold
45,319
– – 0.02% 538
2024
Q2 		$1.07M Buy
+45,319
New +$1.07M 0.02% 506

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

Choreo LLC's PZA Position: Q2 2026 in Review

Choreo LLC reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0% in Q2 2026, selling an estimated $93 and leaving 118,538 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #336.

Choreo LLC first reported a position in PZA in Q2 2024 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Choreo LLC held 118,538 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.79M as of Q2 2026.
  • Choreo LLC sold 4 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $93.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Choreo LLC's portfolio in Q2 2026, its #336 holding.
  • Choreo LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.