Harmony Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Harmony Asset Management’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	$298K	Buy	12,650 +900	+8%	+$21K	0.08%	165
2026 Q1	$270K	Buy	11,750 +1,750	+18%	+$40.7K	0.08%	169
2025 Q4	$232K	Buy	10,000 +700	+8%	+$16.3K	0.08%	164
2025 Q3	$215K	Sell	9,300 -1,000	-10%	-$22.4K	0.07%	165
2025 Q2	$231K	Hold	10,300	–	–	0.09%	161
2025 Q1	$237K	Buy	10,300 +1,000	+11%	+$23.5K	0.1%	144
2024 Q4	$220K	Buy	+9,300	New	+$222K	0.09%	148

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

Harmony Asset Management's PZA Position: Q2 2026 in Review

Harmony Asset Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.7% in Q2 2026, buying an estimated $21K and bringing the position to 12,650 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #165.

Harmony Asset Management first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Harmony Asset Management held 12,650 shares of Invesco National AMT-Free Municipal Bond ETF worth $298K as of Q2 2026.
Harmony Asset Management bought 900 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $21K.
Invesco National AMT-Free Municipal Bond ETF made up 0.08% of Harmony Asset Management's portfolio in Q2 2026, its #165 holding.
Harmony Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.