HI
PZA icon

Harbour Investments’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Harbour Investments’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 		$322K Buy
13,676
+243
+2% +$5.66K ﹤0.01% 1340
2026
Q1 		$309K Buy
13,433
+1,857
+16% +$43.2K ﹤0.01% 1296
2025
Q4 		$268K Buy
11,576
+574
+5% +$13.4K 0.01% 1146
2025
Q3 		$254K Buy
11,002
+4,043
+58% +$90.6K 0.01% 1134
2025
Q2 		$156K Buy
6,959
+272
+4% +$6.12K ﹤0.01% 1289
2025
Q1 		$154K Sell
6,687
-4,000
-37% -$93.9K ﹤0.01% 1223
2024
Q4 		$252K Hold
10,687
– – 0.01% 945
2024
Q3 		$258K Hold
10,687
– – 0.01% 911
2024
Q2 		$253K Hold
10,687
– – 0.01% 856
2024
Q1 		$255K Buy
10,687
+4,409
+70% +$106K 0.01% 825
2023
Q4 		$152K Sell
6,278
-4,104
-40% -$93.7K 0.01% 969
2023
Q3 		$230K Sell
10,382
-326
-3% -$7.55K 0.01% 738
2023
Q2 		$253K Buy
10,708
+4,034
+60% +$95.2K 0.01% 713
2023
Q1 		$158K Sell
6,674
-147
-2% -$3.46K 0.01% 856
2022
Q4 		$156K Sell
6,821
-2,183
-24% -$49.4K 0.01% 828
2022
Q3 		$211K Hold
9,004
– – 0.01% 672
2022
Q2 		$211K Buy
+9,004
New +$214K 0.01% 672
2021
Q4 		$482K Sell
17,775
-6,942
-28% -$187K 0.03% 438
2021
Q3 		$664K Sell
24,717
-3,044
-11% -$83K 0.02% 545
2021
Q2 		$757K Buy
27,761
+677
+2% +$18.4K 0.02% 519
2021
Q1 		$725K Buy
+27,084
New +$730K 0.03% 482

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

Harbour Investments's PZA Position: Q2 2026 in Review

Harbour Investments increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.8% in Q2 2026, buying an estimated $5.66K and bringing the position to 13,676 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Harbour Investments first reported a position in PZA in Q1 2021 and has held it in 21 quarters since. The position peaked at $757K in Q2 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Harbour Investments held 13,676 shares of Invesco National AMT-Free Municipal Bond ETF worth $322K as of Q2 2026.
  • Harbour Investments bought 243 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.66K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1340 holding.
  • Harbour Investments first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco National AMT-Free Municipal Bond ETF position peaked at $757K in Q2 2021.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.