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 Q3	$12.8K	Buy	596 +595	+59,500%	+$13.5K	﹤0.01%	1987
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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

CoreCap Advisors's PZA Position: Q3 2026 in Review

CoreCap Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 59,500% in Q3 2026, buying an estimated $13.5K and bringing the position to 596 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

CoreCap Advisors first reported a position in PZA in Q4 2021 and has held it in 11 quarters since. The position peaked at $99.3K in Q4 2022. 14 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

CoreCap Advisors held 596 shares of Invesco National AMT-Free Municipal Bond ETF worth $12.8K as of Q3 2026.
CoreCap Advisors bought 595 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $13.5K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1987 holding.
CoreCap Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 11 quarters since.
CoreCap Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $99.3K in Q4 2022.
14 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.