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	–	1698
2022 Q2	$29K	Buy	+1,218	New	+$28.9K	﹤0.01%	1120
2022 Q1	–	Sell	-631	Closed	-$17K	–	1698
2021 Q4	$17K	Buy	+631	New	+$17K	﹤0.01%	1381

Other funds holding PZA

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return