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

CoreCap 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	$14	Buy	+1	New	+$23	﹤0.01%	3152
2026 Q1	–	Sell	-1	Closed	-$23	–	2914
2025 Q4	$13	Buy	+1	New	+$23	﹤0.01%	2934
2025 Q3	–	Hold	0	–	–	–	2773
2025 Q2	–	Sell	-1	Closed	-$22	–	2738
2025 Q1	$13	Hold	1	–	–	﹤0.01%	3116
2024 Q4	$13	Hold	1	–	–	﹤0.01%	2831
2024 Q3	$13	Sell	1 -944	-100%	-$22.6K	﹤0.01%	2612
2024 Q2	$22.4K	Buy	945 +4	+0.4%	+$95	﹤0.01%	862
2024 Q1	$22.4K	Buy	+941	New	+$22.5K	﹤0.01%	1427
2022 Q4	$99.3K	Buy	+4,329	New	+$98.1K	0.01%	735
2022 Q3	–	Sell	-1,218	Closed	-$29K	–	1697
2022 Q2	$29K	Buy	+1,218	New	+$28.9K	﹤0.01%	1120
2022 Q1	–	Sell	-631	Closed	-$17K	–	1697
2021 Q4	$17K	Buy	+631	New	+$17K	﹤0.01%	1381

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

CoreCap Advisors's PZA Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 1 share worth $14. The stake represents ﹤0.01% of the portfolio and ranks #3152 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in PZA as recently as Q4 2025.

CoreCap Advisors first reported a position in PZA in Q4 2021 and has held it in 10 quarters since. The position peaked at $99.3K in Q4 2022. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

CoreCap Advisors held 1 share of Invesco National AMT-Free Municipal Bond ETF worth $14 as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new CoreCap Advisors position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #3152 holding.
CoreCap Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 10 quarters since.
CoreCap Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $99.3K in Q4 2022.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.