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CX Institutional’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

CX Institutional’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 		$153K Sell
6,521
-9,338
-59% -$217K ﹤0.01% 789
2026
Q1 		$364K Sell
15,859
-12,626
-44% -$294K 0.01% 540
2025
Q4 		$661K Sell
28,485
-5,322
-16% -$124K 0.02% 356
2025
Q3 		$781K Sell
33,807
-7,167
-17% -$161K 0.02% 338
2025
Q2 		$917K Sell
40,974
-746,590
-95% -$16.8M 0.03% 277
2025
Q1 		$18.1M Buy
787,564
+27,067
+4% +$635K 0.68% 35
2024
Q4 		$18M Buy
760,497
+135,024
+22% +$3.23M 0.71% 34
2024
Q3 		$15.1M Buy
625,473
+16,520
+3% +$396K 0.67% 40
2024
Q2 		$14.4M Sell
608,953
-267,708
-31% -$6.32M 0.68% 41
2024
Q1 		$20.9M Buy
876,661
+123,273
+16% +$2.95M 1.01% 23
2023
Q4 		$18.2M Buy
753,388
+518,129
+220% +$11.8M 0.97% 21
2023
Q3 		$5.21M Buy
+235,259
New +$5.45M 0.29% 94
2023
Q1 		– Sell
-21,520
Closed -$494K – 563
2022
Q4 		$494K Buy
+21,520
New +$487K 0.03% 369
2022
Q3 		– Sell
-18,471
Closed -$433K – 976
2022
Q2 		$433K Buy
+18,471
New +$439K 0.03% 354

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional's PZA Position: Q2 2026 in Review

CX Institutional reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 59% in Q2 2026, selling an estimated $217K and leaving 6,521 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

CX Institutional first reported a position in PZA in Q2 2022 and has held it in 14 quarters since. The position peaked at $20.9M in Q1 2024. 92 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • CX Institutional held 6,521 shares of Invesco National AMT-Free Municipal Bond ETF worth $153K as of Q2 2026.
  • CX Institutional sold 9,338 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $217K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #789 holding.
  • CX Institutional first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • CX Institutional's Invesco National AMT-Free Municipal Bond ETF position peaked at $20.9M in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.