Lloyd Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.7K Sell
1,729
-7,417
-81% -$173K 0.02% 256
2026
Q1
$210K Buy
9,146
+8,483
+1,279% +$197K 0.06% 147
2025
Q4
$15.4K Buy
+663
New +$15.4K 0.01% 361
2023
Q4
Sell
-17,022
Closed -$377K 290
2023
Q3
$377K Buy
+17,022
New +$394K 0.12% 157

Other funds holding PZA

Lloyd Advisory Services's PZA Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 81% in Q2 2026, selling an estimated $173K and leaving 1,729 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #256.

Lloyd Advisory Services first reported a position in PZA in Q3 2023 and has held it in 4 quarters since. The position peaked at $377K in Q3 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Lloyd Advisory Services held 1,729 shares of Invesco National AMT-Free Municipal Bond ETF worth $40.7K as of Q2 2026.
  • Lloyd Advisory Services sold 7,417 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $173K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #256 holding.
  • Lloyd Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $377K in Q3 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.