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Old Mission Capital’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Old Mission Capital’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
Q1 		– Sell
-140,794
Closed -$3.27M – 1236
2025
Q4 		$3.27M Buy
140,794
+124,826
+782% +$2.9M 0.07% 135
2025
Q3 		$369K Buy
+15,968
New +$358K 0.01% 822
2024
Q4 		– Sell
-28,480
Closed -$688K – 1131
2024
Q3 		$688K Buy
28,480
+95
+0.3% +$2.28K 0.01% 625
2024
Q2 		$672K Buy
28,385
+19,351
+214% +$457K 0.01% 612
2024
Q1 		$215K Buy
+9,034
New +$216K ﹤0.01% 1039
2023
Q3 		– Sell
-17,114
Closed -$404K – 1519
2023
Q2 		$404K Sell
17,114
-26,434
-61% -$624K 0.01% 719
2023
Q1 		$1.03M Sell
43,548
-195,934
-82% -$4.61M 0.02% 489
2022
Q4 		$5.49M Buy
239,482
+190,649
+390% +$4.32M 0.16% 139
2022
Q3 		$1.08M Buy
48,833
+33,914
+227% +$796K 0.03% 382
2022
Q2 		$350K Sell
14,919
-21,958
-60% -$522K 0.01% 900
2022
Q1 		$919K Buy
36,877
+788
+2% +$20.5K 0.03% 508
2021
Q4 		$978K Buy
36,089
+23,583
+189% +$636K 0.04% 443
2021
Q3 		$336K Buy
+12,506
New +$341K 0.01% 683
2019
Q4 		– Sell
-14,822
Closed -$393K – 363
2019
Q3 		$393K Buy
+14,822
New +$392K 0.05% 155
2017
Q4 		– Sell
-22,593
Closed -$577K – 481
2017
Q3 		$577K Buy
+22,593
New +$579K 0.05% 184
2017
Q2 		– Sell
-20,318
Closed -$509K – 352
2017
Q1 		$509K Buy
+20,318
New +$508K 0.06% 186

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Old Mission Capital's PZA Position: Q1 2026 in Review

Old Mission Capital sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026, closing a stake of 140,794 shares — an estimated $3.27M sold.

Old Mission Capital first reported a position in PZA in Q1 2017 and held it in 16 quarters. The position peaked at $5.49M in Q4 2022. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Old Mission Capital reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Old Mission Capital sold 140,794 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $3.27M.
  • Old Mission Capital first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2017 and held it in 16 quarters.
  • Old Mission Capital's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.49M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.