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

Oasis 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 Q3	$742K	Buy	+34,702	New	+$788K	0.31%	43

Other funds holding PZA

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

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

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Ascent Group Virginia Beach, Virginia $3.34B AUM 20.18% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Oasis Advisors's PZA Position: Q3 2026 in Review

Oasis Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q3 2026: 34,702 shares worth $742K. The stake represents 0.31% of the portfolio and ranks #43 among its holdings.

117 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Oasis Advisors held 34,702 shares of Invesco National AMT-Free Municipal Bond ETF worth $742K as of Q3 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Oasis Advisors position in Q3 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.31% of Oasis Advisors's portfolio in Q3 2026, its #43 holding.
117 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.