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 Q3	$182K	Sell	8,513 -1,421	-14%	-$32.3K	0.07%	146
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Key Capital Management's PZA Position: Q3 2026 in Review

Key Capital Management reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 14% in Q3 2026, selling an estimated $32.3K and leaving 8,513 shares worth $182K. The position accounts for 0.07% of the portfolio, ranked #146.

Key Capital Management first reported a position in PZA in Q4 2025 and has held it in 4 quarters since. The position peaked at $234K in Q2 2026. 284 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Key Capital Management held 8,513 shares of Invesco National AMT-Free Municipal Bond ETF worth $182K as of Q3 2026.
Key Capital Management sold 1,421 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $32.3K.
Invesco National AMT-Free Municipal Bond ETF made up 0.07% of Key Capital Management's portfolio in Q3 2026, its #146 holding.
Key Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $234K in Q2 2026.
284 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.