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

Gladstone Institutional Advisory’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 		$348K Sell
14,794
-1,503
-9% -$35K 0.01% 702
2026
Q1 		$375K Sell
16,297
-3,299
-17% -$76.8K 0.01% 604
2025
Q4 		$454K Sell
19,596
-434
-2% -$10.1K 0.02% 516
2025
Q3 		$462K Sell
20,030
-3,165
-14% -$70.9K 0.02% 535
2025
Q2 		$519K Sell
23,195
-11,554
-33% -$260K 0.02% 484
2025
Q1 		$801K Sell
34,749
-16,856
-33% -$396K 0.04% 371
2024
Q4 		$1.22M Sell
51,605
-7,270
-12% -$174K 0.06% 304
2024
Q3 		$1.42M Buy
58,875
+9,413
+19% +$225K 0.07% 273
2024
Q2 		$1.17M Buy
49,462
+1,483
+3% +$35K 0.06% 288
2024
Q1 		$1.14M Buy
47,979
+6,285
+15% +$150K 0.06% 280
2023
Q4 		$1.01M Buy
41,694
+909
+2% +$20.7K 0.06% 286
2023
Q3 		$904K Sell
40,785
-3,025
-7% -$70.1K 0.06% 278
2023
Q2 		$1.03M Sell
43,810
-1,720
-4% -$40.6K 0.06% 269
2023
Q1 		$1.08M Buy
45,530
+1,609
+4% +$37.9K 0.07% 272
2022
Q4 		$1.01M Buy
43,921
+265
+0.6% +$6K 0.07% 274
2022
Q3 		$964K Buy
43,656
+9,720
+29% +$228K 0.08% 272
2022
Q2 		$795K Sell
33,936
-19,967
-37% -$474K 0.06% 316
2022
Q1 		$1.34M Buy
53,903
+261
+0.5% +$6.79K 0.09% 243
2021
Q4 		$1.45M Buy
53,642
+597
+1% +$16.1K 0.11% 228
2021
Q3 		$1.43M Buy
53,045
+1,054
+2% +$28.7K 0.14% 189
2021
Q2 		$1.42M Buy
51,991
+3,152
+6% +$85.5K 0.17% 141
2021
Q1 		$1.31M Buy
48,839
+1,616
+3% +$43.6K 0.2% 109
2020
Q4 		$1.28M Buy
47,223
+7,501
+19% +$201K 0.26% 87
2020
Q3 		$1.06M Buy
39,722
+5,015
+14% +$135K 0.25% 92
2020
Q2 		$922K Buy
34,707
+6,503
+23% +$169K 0.23% 89
2020
Q1 		$728K Sell
28,204
-600
-2% -$15.8K 0.19% 111
2019
Q4 		$762K Buy
28,804
+1,338
+5% +$35.4K 0.19% 104
2019
Q3 		$729K Buy
27,466
+5,779
+27% +$153K 0.19% 103
2019
Q2 		$567K Buy
21,687
+5,811
+37% +$151K 0.17% 122
2019
Q1 		$407K Buy
15,876
+584
+4% +$14.7K 0.15% 127
2018
Q4 		$382K Buy
+15,292
New +$377K 0.22% 102

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

Gladstone Institutional Advisory's PZA Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 9.2% in Q2 2026, selling an estimated $35K and leaving 14,794 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #702.

Gladstone Institutional Advisory first reported a position in PZA in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Gladstone Institutional Advisory held 14,794 shares of Invesco National AMT-Free Municipal Bond ETF worth $348K as of Q2 2026.
  • Gladstone Institutional Advisory sold 1,503 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $35K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #702 holding.
  • Gladstone Institutional Advisory first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.45M in Q4 2021.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.