HighTower Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

HighTower Advisors’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	$1.61M	Buy	68,564 +8,732	+15%	+$203K	﹤0.01%	1909
2026 Q1	$1.37M	Buy	59,832 +6,054	+11%	+$141K	﹤0.01%	1973
2025 Q4	$1.25M	Buy	53,778 +22,628	+73%	+$526K	﹤0.01%	1971
2025 Q3	$719K	Buy	31,150 +8,016	+35%	+$180K	﹤0.01%	2341
2025 Q2	$518K	Buy	23,134 +3,376	+17%	+$75.9K	﹤0.01%	2492
2025 Q1	$455K	Sell	19,758 -2,665	-12%	-$62.5K	﹤0.01%	2541
2024 Q4	$529K	Sell	22,423 -527	-2%	-$12.6K	﹤0.01%	2435
2024 Q3	$554K	Sell	22,950 -2,627	-10%	-$62.9K	﹤0.01%	2327
2024 Q2	$610K	Sell	25,577 -23,695	-48%	-$560K	﹤0.01%	2178
2024 Q1	$1.18M	Sell	49,272 -6,414	-12%	-$154K	﹤0.01%	1721
2023 Q4	$1.35M	Sell	55,686 -4,859	-8%	-$111K	﹤0.01%	1683
2023 Q3	$1.34M	Buy	60,545 +3,958	+7%	+$91.7K	﹤0.01%	1601
2023 Q2	$1.34M	Sell	56,587 -3,267	-5%	-$77.1K	﹤0.01%	1584
2023 Q1	$1.42M	Buy	59,854 +2,658	+5%	+$62.5K	﹤0.01%	1484
2022 Q4	$1.31M	Sell	57,196 -8,148	-12%	-$185K	﹤0.01%	1520
2022 Q3	$1.44M	Sell	65,344 -577	-0.9%	-$13.5K	﹤0.01%	1418
2022 Q2	$1.55M	Buy	65,921 +55,803	+552%	+$1.33M	﹤0.01%	1399
2022 Q1	$252K	Sell	10,118 -2,003	-17%	-$52.1K	﹤0.01%	2657
2021 Q4	$329K	Buy	12,121 +2,562	+27%	+$69.1K	﹤0.01%	2425
2021 Q3	$258K	Buy	9,559 +169	+2%	+$4.61K	﹤0.01%	2528
2021 Q2	$256K	Sell	9,390 -9,480	-50%	-$257K	﹤0.01%	2481
2021 Q1	$506K	Buy	18,870 +2,700	+17%	+$72.8K	﹤0.01%	1965
2020 Q4	$439K	Sell	16,170 -780	-5%	-$20.9K	﹤0.01%	1696
2020 Q3	$452K	Sell	16,950 -10,926	-39%	-$293K	﹤0.01%	1621
2020 Q2	$741K	Buy	27,876 +12,935	+87%	+$337K	﹤0.01%	1259
2020 Q1	$385K	Sell	14,941 -22,877	-60%	-$604K	﹤0.01%	1441
2019 Q4	$998K	Sell	37,818 -27	-0.1%	-$714	0.01%	1147
2019 Q3	$1M	Buy	37,845 +75	+0.2%	+$1.99K	0.01%	1182
2019 Q2	$987K	Sell	37,770 -1,612	-4%	-$41.8K	0.01%	1197
2019 Q1	$1.01M	Sell	39,382 -3,523	-8%	-$88.7K	0.01%	1139
2018 Q4	$1.07M	Sell	42,905 -4,865	-10%	-$120K	0.01%	1011
2018 Q3	$1.18M	Buy	47,770 +504	+1%	+$12.6K	0.01%	1046
2018 Q2	$1.19M	Sell	47,266 -24,525	-34%	-$616K	0.01%	1047
2018 Q1	$1.8M	Sell	71,791 -19,134	-21%	-$484K	0.02%	838
2017 Q4	$2.35M	Buy	90,925 +22,208	+32%	+$569K	0.02%	768
2017 Q3	$1.76M	Buy	68,717 +1,052	+2%	+$26.9K	0.02%	867
2017 Q2	$1.72M	Buy	+67,665	New	+$1.71M	0.02%	859
2013 Q3	–	Sell	-30,000	Closed	-$717K	–	1430
2013 Q2	$717K	Buy	+30,000	New	+$755K	0.02%	689

Other funds holding PZA

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

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.22B AUM 28.54% 1-Year Est. Return

HighTower Advisors's PZA Position: Q2 2026 in Review

HighTower Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 15% in Q2 2026, buying an estimated $203K and bringing the position to 68,564 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

HighTower Advisors first reported a position in PZA in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.35M in Q4 2017. 215 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

HighTower Advisors held 68,564 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.61M as of Q2 2026.
HighTower Advisors bought 8,732 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $203K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1909 holding.
HighTower Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 38 quarters since.
HighTower Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.35M in Q4 2017.
215 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.