Ocean Park Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Ocean Park Asset 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 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

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return