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HRT Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

HRT Financial’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 		$287K Buy
+12,214
New +$284K ﹤0.01% 3106
2025
Q4 		– Sell
-20,548
Closed -$474K – 3863
2025
Q3 		$474K Sell
20,548
-15,374
-43% -$344K ﹤0.01% 1929
2025
Q2 		$804K Buy
+35,922
New +$808K ﹤0.01% 1372
2025
Q1 		– Sell
-14,617
Closed -$345K – 3230
2024
Q4 		$345K Sell
14,617
-11,777
-45% -$281K ﹤0.01% 1638
2024
Q3 		$637K Buy
+26,394
New +$632K ﹤0.01% 1476

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

HRT Financial's PZA Position: Q2 2026 in Review

HRT Financial opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 12,214 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #3106 among its holdings. This is a return to the name: HRT Financial previously reported a position in PZA as recently as Q3 2025.

HRT Financial first reported a position in PZA in Q3 2024 and has held it in 5 quarters since. The position peaked at $804K in Q2 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • HRT Financial held 12,214 shares of Invesco National AMT-Free Municipal Bond ETF worth $287K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new HRT Financial position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3106 holding.
  • HRT Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • HRT Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $804K in Q2 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.