O'Shaughnessy 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
$188 Buy
8
+6
+300% +$140 ﹤0.01% 2574
2026
Q1
$46 Buy
+2
New +$47 ﹤0.01% 2635

Other funds holding PZA

O'Shaughnessy Asset Management's PZA Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 300% in Q2 2026, buying an estimated $140 and bringing the position to 8 shares worth $188. The position accounts for ﹤0.01% of the portfolio, ranked #2574.

O'Shaughnessy Asset Management first reported a position in PZA in Q1 2026 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • O'Shaughnessy Asset Management held 8 shares of Invesco National AMT-Free Municipal Bond ETF worth $188 as of Q2 2026.
  • O'Shaughnessy Asset Management bought 6 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $140.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2574 holding.
  • O'Shaughnessy Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.