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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

GAMMA Investing's PZA Position: Q2 2026 in Review

GAMMA Investing held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 56 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

GAMMA Investing first reported a position in PZA in Q2 2024 and has held it in 8 quarters since. The position peaked at $69.7K in Q3 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

GAMMA Investing held 56 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.32K as of Q2 2026.
GAMMA Investing left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3818 holding.
GAMMA Investing first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 8 quarters since.
GAMMA Investing's Invesco National AMT-Free Municipal Bond ETF position peaked at $69.7K in Q3 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.