Concurrent Investment Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Concurrent Investment 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	$5.25M	Buy	223,380 +58,052	+35%	+$1.35M	0.04%	418
2026 Q1	$3.8M	Buy	165,328 +67,535	+69%	+$1.57M	0.04%	422
2025 Q4	$2.27M	Buy	97,793 +29,962	+44%	+$697K	0.03%	530
2025 Q3	$1.57M	Buy	67,831 +7,992	+13%	+$179K	0.03%	523
2025 Q2	$1.34M	Buy	59,839 +11,128	+23%	+$250K	0.03%	524
2025 Q1	$1.12M	Buy	48,711 +4,171	+9%	+$97.9K	0.03%	517
2024 Q4	$1.05M	Buy	44,540 +3,769	+9%	+$90.1K	0.03%	474
2024 Q3	$985K	Buy	40,771 +2,271	+6%	+$54.4K	0.03%	467
2024 Q2	$912K	Sell	38,500 -17,548	-31%	-$415K	0.03%	451
2024 Q1	$1.34M	Buy	56,048 +36,908	+193%	+$884K	0.05%	321
2023 Q4	$463K	Buy	+19,140	New	+$437K	0.02%	509

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

Concurrent Investment Advisors's PZA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 35% in Q2 2026, buying an estimated $1.35M and bringing the position to 223,380 shares worth $5.25M. The position accounts for 0.04% of the portfolio, ranked #418.

Concurrent Investment Advisors first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Concurrent Investment Advisors held 223,380 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.25M as of Q2 2026.
Concurrent Investment Advisors bought 58,052 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.35M.
Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #418 holding.
Concurrent Investment Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.