Ocean Park Asset Management’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
$2.9M Buy
+123,100
New +$2.87M 0.14% 59
2025
Q1
Sell
-1,186,900
Closed -$28M 92
2024
Q4
$28M Sell
1,186,900
-36,600
-3% -$875K 0.95% 18
2024
Q3
$29.5M Sell
1,223,500
-49,600
-4% -$1.19M 1.3% 12
2024
Q2
$30.1M Hold
1,273,100
1.43% 14
2024
Q1
$30.3M Hold
1,273,100
1.43% 16
2023
Q4
$30.8M Buy
+1,273,100
New +$29.1M 1.51% 16

Other funds holding PZA

Ocean Park Asset Management's PZA Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 123,100 shares worth $2.9M. The stake represents 0.14% of the portfolio and ranks #59 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in PZA as recently as Q4 2024.

Ocean Park Asset Management first reported a position in PZA in Q4 2023 and has held it in 6 quarters since. The position peaked at $30.8M in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Ocean Park Asset Management held 123,100 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.9M as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Ocean Park Asset Management position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.14% of Ocean Park Asset Management's portfolio in Q2 2026, its #59 holding.
  • Ocean Park Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Ocean Park Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $30.8M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.