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Dynamic Advisor Solutions’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Dynamic Advisor Solutions’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 		$375K Sell
15,952
-3,634
-19% -$84.6K 0.01% 774
2026
Q1 		$450K Sell
19,586
-781
-4% -$18.2K 0.01% 674
2025
Q4 		$472K Sell
20,367
-803
-4% -$18.7K 0.02% 642
2025
Q3 		$489K Sell
21,170
-131
-0.6% -$2.94K 0.01% 636
2025
Q2 		$477K Sell
21,301
-204
-0.9% -$4.59K 0.01% 617
2025
Q1 		$495K Buy
21,505
+37
+0.2% +$868 0.02% 586
2024
Q4 		$507K Sell
21,468
-3,367
-14% -$80.5K 0.02% 430
2024
Q3 		$600K Sell
24,835
-508
-2% -$12.2K 0.02% 573
2024
Q2 		$600K Sell
25,343
-1,023
-4% -$24.2K 0.02% 584
2024
Q1 		$628K Buy
26,366
+8
+0% +$192 0.02% 551
2023
Q4 		$636K Sell
26,358
-7,592
-22% -$173K 0.02% 524
2023
Q3 		$752K Buy
33,950
+1,452
+4% +$33.6K 0.04% 419
2023
Q2 		$767K Sell
32,498
-243
-0.7% -$5.73K 0.04% 400
2023
Q1 		$775K Sell
32,741
-11,805
-27% -$278K 0.05% 376
2022
Q4 		$1.02M Sell
44,546
-6,902
-13% -$156K 0.07% 279
2022
Q3 		$1.14M Sell
51,448
-796
-2% -$18.7K 0.09% 235
2022
Q2 		$1.23M Sell
52,244
-5,487
-10% -$130K 0.09% 224
2022
Q1 		$1.44M Buy
57,731
+1,439
+3% +$37.4K 0.1% 210
2021
Q4 		$1.53M Buy
56,292
+2,919
+5% +$78.7K 0.11% 202
2021
Q3 		$1.43M Sell
53,373
-594
-1% -$16.2K 0.11% 216
2021
Q2 		$1.47M Buy
53,967
+4,642
+9% +$126K 0.12% 206
2021
Q1 		$1.32M Sell
49,325
-1,513
-3% -$40.8K 0.12% 202
2020
Q4 		$1.38M Buy
50,838
+13,357
+36% +$358K 0.13% 182
2020
Q3 		$998K Buy
37,481
+28,235
+305% +$757K 0.11% 205
2020
Q2 		$246K Buy
9,246
+65
+0.7% +$1.69K 0.03% 424
2020
Q1 		$237K Buy
+9,181
New +$242K 0.04% 372
2018
Q4 		– Sell
-9,054
Closed -$224K – 444
2018
Q3 		$224K Sell
9,054
-3,283
-27% -$82.3K 0.05% 350
2018
Q2 		$310K Buy
+12,337
New +$310K 0.07% 289

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

Dynamic Advisor Solutions's PZA Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 19% in Q2 2026, selling an estimated $84.6K and leaving 15,952 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #774.

Dynamic Advisor Solutions first reported a position in PZA in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.53M in Q4 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Dynamic Advisor Solutions held 15,952 shares of Invesco National AMT-Free Municipal Bond ETF worth $375K as of Q2 2026.
  • Dynamic Advisor Solutions sold 3,634 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $84.6K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #774 holding.
  • Dynamic Advisor Solutions first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2018 and has held it in 28 quarters since.
  • Dynamic Advisor Solutions's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.53M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.