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

Fortis Capital 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 		$230K Sell
9,792
-299
-3% -$6.96K 0.03% 373
2026
Q1 		$232K Sell
10,091
-292
-3% -$6.8K 0.03% 340
2025
Q4 		$241K Sell
10,383
-3,200
-24% -$74.5K 0.04% 272
2025
Q3 		$314K Sell
13,583
-2,238
-14% -$50.1K 0.05% 226
2025
Q2 		$354K Sell
15,821
-59,142
-79% -$1.33M 0.06% 187
2025
Q1 		$1.73M Buy
+74,963
New +$1.76M 0.35% 40

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

Fortis Capital Advisors's PZA Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 3% in Q2 2026, selling an estimated $6.96K and leaving 9,792 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #373.

Fortis Capital Advisors first reported a position in PZA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.73M in Q1 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Fortis Capital Advisors held 9,792 shares of Invesco National AMT-Free Municipal Bond ETF worth $230K as of Q2 2026.
  • Fortis Capital Advisors sold 299 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $6.96K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Fortis Capital Advisors's portfolio in Q2 2026, its #373 holding.
  • Fortis Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Fortis Capital Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.73M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.