Clark Capital Management Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Clark Capital Management Group’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	$3.62M	Buy	153,729 +540	+0.4%	+$12.6K	0.02%	242
2026 Q1	$3.52M	Buy	153,189 +92,205	+151%	+$2.15M	0.02%	243
2025 Q4	$1.41M	Sell	60,984 -58,342	-49%	-$1.36M	0.01%	284
2025 Q3	$2.76M	Buy	119,326 +32,197	+37%	+$721K	0.02%	240
2025 Q2	$1.95M	Buy	+87,129	New	+$1.96M	0.01%	269
2025 Q1	–	Sell	-185,345	Closed	-$4.38M	–	463
2024 Q4	$4.38M	Buy	185,345 +55,367	+43%	+$1.32M	0.03%	203
2024 Q3	$3.14M	Buy	129,978 +1,765	+1%	+$42.3K	0.02%	221
2024 Q2	$3.04M	Buy	128,213 +41,462	+48%	+$980K	0.02%	209
2024 Q1	$2.07M	Sell	86,751 -1,373	-2%	-$32.9K	0.02%	240
2023 Q4	$2.13M	Sell	88,124 -48,930	-36%	-$1.12M	0.02%	224
2023 Q3	$3.04M	Buy	+137,054	New	+$3.17M	0.03%	193

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Clark Capital Management Group's PZA Position: Q2 2026 in Review

Clark Capital Management Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.35% in Q2 2026, buying an estimated $12.6K and bringing the position to 153,729 shares worth $3.62M. The position accounts for 0.02% of the portfolio, ranked #242.

Clark Capital Management Group first reported a position in PZA in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.38M in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Clark Capital Management Group held 153,729 shares of Invesco National AMT-Free Municipal Bond ETF worth $3.62M as of Q2 2026.
Clark Capital Management Group bought 540 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $12.6K.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Clark Capital Management Group's portfolio in Q2 2026, its #242 holding.
Clark Capital Management Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
Clark Capital Management Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $4.38M in Q4 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.