GAMMA Investing’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

GAMMA Investing’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	$1.32K	Hold	56	–	–	﹤0.01%	3818
2026 Q1	$1.29K	Buy	56 +47	+522%	+$1.09K	﹤0.01%	3783
2025 Q4	$209	Buy	+9	New	+$209	﹤0.01%	3995
2025 Q3	–	Sell	-257	Closed	-$5.75K	–	3911
2025 Q2	$5.75K	Sell	257 -1,251	-83%	-$28.1K	﹤0.01%	3069
2025 Q1	$34.7K	Sell	1,508 -294	-16%	-$6.9K	﹤0.01%	2049
2024 Q4	$42.5K	Sell	1,802 -1,083	-38%	-$25.9K	﹤0.01%	1784
2024 Q3	$69.7K	Buy	2,885 +1,549	+116%	+$37.1K	0.01%	1254
2024 Q2	$31.6K	Buy	+1,336	New	+$31.6K	﹤0.01%	1535

Other funds holding PZA

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return