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

Invested 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 		$235K Hold
10,003
– – 0.21% 133
2026
Q1 		$230K Buy
+10,003
New +$233K 0.23% 117
2025
Q4 		– Sell
-13,783
Closed -$324K – 145
2025
Q3 		$324K Buy
+13,783
New +$309K 0.47% 61

Other funds holding PZA

Envestnet Asset Management
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
Commonwealth Equity Services
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
AG
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
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

Invested Advisors's PZA Position: Q2 2026 in Review

Invested Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 10,003 shares worth $235K. The position accounts for 0.21% of the portfolio, ranked #133.

Invested Advisors first reported a position in PZA in Q3 2025 and has held it in 3 quarters since. The position peaked at $324K in Q3 2025. 173 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Invested Advisors held 10,003 shares of Invesco National AMT-Free Municipal Bond ETF worth $235K as of Q2 2026.
  • Invested Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.21% of Invested Advisors's portfolio in Q2 2026, its #133 holding.
  • Invested Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Invested Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $324K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.