Independence Bank of Kentucky’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Independence Bank of Kentucky’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	$108K	Hold	4,590	–	–	0.01%	334
2026 Q1	$105K	Sell	4,590 -100	-2%	-$2.33K	0.01%	343
2025 Q4	$109K	Hold	4,690	–	–	0.01%	347
2025 Q3	$108K	Sell	4,690 -182	-4%	-$4.08K	0.01%	347
2025 Q2	$109K	Sell	4,872 -668	-12%	-$15K	0.02%	336
2025 Q1	$128K	Buy	5,540 +3,177	+134%	+$74.5K	0.02%	323
2024 Q4	$55.8K	Sell	2,363 -3,437	-59%	-$82.1K	0.01%	384
2024 Q3	$140K	Hold	5,800	–	–	0.03%	297
2024 Q2	$137K	Buy	+5,800	New	+$137K	0.04%	272

Other funds holding PZA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

MMA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Independence Bank of Kentucky's PZA Position: Q2 2026 in Review

Independence Bank of Kentucky held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 4,590 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #334.

Independence Bank of Kentucky first reported a position in PZA in Q2 2024 and has held it in 9 quarters since. The position peaked at $140K in Q3 2024. 173 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Independence Bank of Kentucky held 4,590 shares of Invesco National AMT-Free Municipal Bond ETF worth $108K as of Q2 2026.
Independence Bank of Kentucky left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #334 holding.
Independence Bank of Kentucky first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
Independence Bank of Kentucky's Invesco National AMT-Free Municipal Bond ETF position peaked at $140K in Q3 2024.
173 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.