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

Mutual 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	$214K	Buy	+9,079	New	+$211K	﹤0.01%	1309
2023 Q4	–	Sell	-9,766	Closed	-$216K	–	1058
2023 Q3	$216K	Hold	9,766	–	–	0.01%	891
2023 Q2	$230K	Sell	9,766 -7,776	-44%	-$183K	0.01%	898
2023 Q1	$415K	Buy	17,542 +7,776	+80%	+$183K	0.02%	682
2022 Q4	$224K	Buy	+9,766	New	+$221K	0.01%	837
2022 Q1	–	Sell	-7,680	Closed	-$208K	–	921
2021 Q4	$208K	Hold	7,680	–	–	0.01%	840
2021 Q3	$206K	Sell	7,680 -8	-0.1%	-$218	0.01%	824
2021 Q2	$210K	Sell	7,688 -1,461	-16%	-$39.6K	0.01%	775
2021 Q1	$245K	Sell	9,149 -12,749	-58%	-$344K	0.02%	676
2020 Q4	$594K	Buy	21,898 +2,774	+15%	+$74.2K	0.04%	428
2020 Q3	$509K	Buy	19,124 +3,702	+24%	+$99.3K	0.04%	419
2020 Q2	$410K	Buy	15,422 +7,136	+86%	+$186K	0.04%	432
2020 Q1	$214K	Sell	8,286 -21,990	-73%	-$581K	0.03%	484
2019 Q4	$801K	Buy	+30,276	New	+$801K	0.09%	263
2019 Q2	–	Sell	-16,415	Closed	-$421K	–	584
2019 Q1	$421K	Buy	16,415 +1,360	+9%	+$34.3K	0.06%	296
2018 Q4	$376K	Hold	15,055	–	–	0.07%	275
2018 Q3	$373K	Sell	15,055 -1,600	-10%	-$40.1K	0.06%	321
2018 Q2	$418K	Hold	16,655	–	–	0.1%	270
2018 Q1	$419K	Hold	16,655	–	–	0.11%	262
2017 Q4	$430K	Buy	+16,655	New	+$427K	0.16%	172

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Mutual Advisors's PZA Position: Q2 2026 in Review

Mutual Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 9,079 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in PZA as recently as Q3 2023.

Mutual Advisors first reported a position in PZA in Q4 2017 and has held it in 20 quarters since. The position peaked at $801K in Q4 2019. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Mutual Advisors held 9,079 shares of Invesco National AMT-Free Municipal Bond ETF worth $214K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Mutual Advisors position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1309 holding.
Mutual Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 20 quarters since.
Mutual Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $801K in Q4 2019.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.