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Goodman Advisory Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Goodman Advisory Group’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 		$5.28M Sell
224,404
-20,000
-8% -$466K 1.21% 26
2026
Q1 		$5.62M Sell
244,404
-77,187
-24% -$1.8M 1.46% 25
2025
Q4 		$7.46M Buy
321,591
+150,778
+88% +$3.51M 1.84% 21
2025
Q3 		$3.94M Buy
+170,813
New +$3.83M 0.98% 32
2025
Q2 		– Sell
-655,675
Closed -$15.1M – 187
2025
Q1 		$15.1M Sell
655,675
-107,775
-14% -$2.53M 4.61% 6
2024
Q4 		$18M Buy
763,450
+40,052
+6% +$957K 5.32% 3
2024
Q3 		$17.5M Buy
723,398
+3,920
+0.5% +$93.9K 4.99% 4
2024
Q2 		$17M Sell
719,478
-40,843
-5% -$965K 5.09% 4
2024
Q1 		$18.1M Sell
760,321
-226,386
-23% -$5.42M 5.75% 4
2023
Q4 		$23.9M Buy
986,707
+656,873
+199% +$15M 8.13% 3
2023
Q3 		$7.31M Buy
329,834
+122,305
+59% +$2.83M 2.73% 7
2023
Q2 		$4.9M Sell
207,529
-290,775
-58% -$6.86M 1.82% 23
2023
Q1 		$11.8M Buy
498,304
+60,562
+14% +$1.42M 6.43% 4
2022
Q4 		$10M Buy
437,742
+304,590
+229% +$6.9M 5.84% 5
2022
Q3 		$2.94M Buy
133,152
+130,120
+4,292% +$3.05M 1.6% 13
2022
Q2 		$71K Sell
3,032
-138,278
-98% -$3.28M 0.03% 69
2022
Q1 		$3.52M Sell
141,310
-62,744
-31% -$1.63M 1.22% 25
2021
Q4 		$5.53M Buy
+204,054
New +$5.5M 1.87% 18

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

Goodman Advisory Group's PZA Position: Q2 2026 in Review

Goodman Advisory Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 8.2% in Q2 2026, selling an estimated $466K and leaving 224,404 shares worth $5.28M. The position accounts for 1.21% of the portfolio, ranked #26.

Goodman Advisory Group first reported a position in PZA in Q4 2021 and has held it in 18 quarters since. The position peaked at $23.9M in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Goodman Advisory Group held 224,404 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.28M as of Q2 2026.
  • Goodman Advisory Group sold 20,000 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $466K.
  • Invesco National AMT-Free Municipal Bond ETF made up 1.21% of Goodman Advisory Group's portfolio in Q2 2026, its #26 holding.
  • Goodman Advisory Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Goodman Advisory Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $23.9M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.