Courier Capital’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Courier Capital’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	$424K	Hold	18,015	–	–	0.02%	311
2026 Q1	$414K	Sell	18,015 -11	-0.1%	-$256	0.02%	298
2025 Q4	$418K	Hold	18,026	–	–	0.02%	292
2025 Q3	$416K	Sell	18,026 -3,169	-15%	-$71K	0.02%	297
2025 Q2	$475K	Buy	21,195 +182	+0.9%	+$4.09K	0.03%	276
2025 Q1	$484K	Buy	21,013 +9	+0%	+$211	0.03%	271
2024 Q4	$496K	Buy	21,004 +3,169	+18%	+$75.7K	0.03%	257
2024 Q3	$431K	Sell	17,835 -13	-0.1%	-$311	0.03%	262
2024 Q2	$423K	Sell	17,848 -100	-0.6%	-$2.36K	0.03%	242
2024 Q1	$428K	Buy	+17,948	New	+$430K	0.03%	260

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

Courier Capital's PZA Position: Q2 2026 in Review

Courier Capital held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 18,015 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #311.

Courier Capital first reported a position in PZA in Q1 2024 and has held it in 10 quarters since. The position peaked at $496K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Courier Capital held 18,015 shares of Invesco National AMT-Free Municipal Bond ETF worth $424K as of Q2 2026.
Courier Capital left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Courier Capital's portfolio in Q2 2026, its #311 holding.
Courier Capital first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
Courier Capital's Invesco National AMT-Free Municipal Bond ETF position peaked at $496K in Q4 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.