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Crews Bank & Trust’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Crews Bank & Trust’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 		$537K Sell
22,815
-2,700
-11% -$62.9K 0.07% 145
2026
Q1 		$586K Hold
25,515
– – 0.09% 128
2025
Q4 		$592K Sell
25,515
-495
-2% -$11.5K 0.08% 130
2025
Q3 		$601K Hold
26,010
– – 0.09% 126
2025
Q2 		$582K Sell
26,010
-1,350
-5% -$30.4K 0.09% 121
2025
Q1 		$630K Buy
27,360
+7,475
+38% +$175K 0.11% 116
2024
Q4 		$469K Buy
+19,885
New +$475K 0.08% 139

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Crews Bank & Trust's PZA Position: Q2 2026 in Review

Crews Bank & Trust reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 11% in Q2 2026, selling an estimated $62.9K and leaving 22,815 shares worth $537K. The position accounts for 0.07% of the portfolio, ranked #145.

Crews Bank & Trust first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. The position peaked at $630K in Q1 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Crews Bank & Trust held 22,815 shares of Invesco National AMT-Free Municipal Bond ETF worth $537K as of Q2 2026.
  • Crews Bank & Trust sold 2,700 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $62.9K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.07% of Crews Bank & Trust's portfolio in Q2 2026, its #145 holding.
  • Crews Bank & Trust first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Invesco National AMT-Free Municipal Bond ETF position peaked at $630K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.