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Key Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Key Capital 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 		$234K Buy
9,934
+5,574
+128% +$130K 0.12% 71
2026
Q1 		$100K Buy
4,360
+3,791
+666% +$88.2K 0.07% 100
2025
Q4 		$13.2K Buy
+569
New +$13.2K 0.01% 248

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
WWG
West Wealth Group Irvine, California $611M AUM 26.21% 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

Key Capital Management's PZA Position: Q2 2026 in Review

Key Capital Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 128% in Q2 2026, buying an estimated $130K and bringing the position to 9,934 shares worth $234K. The position accounts for 0.12% of the portfolio, ranked #71.

Key Capital Management first reported a position in PZA in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Key Capital Management held 9,934 shares of Invesco National AMT-Free Municipal Bond ETF worth $234K as of Q2 2026.
  • Key Capital Management bought 5,574 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $130K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.12% of Key Capital Management's portfolio in Q2 2026, its #71 holding.
  • Key Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.