PAS
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Park Avenue Securities’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Park Avenue Securities’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 		$7.49M Buy
318,528
+61,143
+24% +$1.42M 0.05% 290
2026
Q1 		$5.92M Buy
257,385
+169,923
+194% +$3.96M 0.05% 283
2025
Q4 		$2.03M Sell
87,462
-62,493
-42% -$1.45M 0.02% 546
2025
Q3 		$3.46M Buy
149,955
+60,860
+68% +$1.36M 0.03% 403
2025
Q2 		$2M Buy
+89,095
New +$2M 0.02% 522
2025
Q1 		– Sell
-125,360
Closed -$2.96M – 1444
2024
Q4 		$2.96M Buy
125,360
+42,790
+52% +$1.02M 0.03% 347
2024
Q3 		$1.99M Sell
82,570
-2,409
-3% -$57.7K 0.02% 432
2024
Q2 		$2.01M Buy
84,979
+32,433
+62% +$766K 0.02% 413
2024
Q1 		$1.25M Buy
52,546
+9,240
+21% +$221K 0.02% 569
2023
Q4 		$1.05M Sell
43,306
-12,245
-22% -$279K 0.01% 601
2023
Q3 		$1.23M Buy
55,551
+43,093
+346% +$998K 0.02% 479
2023
Q2 		$294K Buy
12,458
+35
+0.3% +$826 ﹤0.01% 691
2023
Q1 		$294K Buy
12,423
+191
+2% +$4.49K 0.01% 666
2022
Q4 		$281K Sell
12,232
-351
-3% -$7.95K 0.01% 1009
2022
Q3 		$278K Sell
12,583
-30
-0.2% -$704 0.01% 934
2022
Q2 		$296K Sell
12,613
-4,375
-26% -$104K 0.01% 920
2022
Q1 		$424K Sell
16,988
-29,344
-63% -$763K 0.01% 810
2021
Q4 		$1.26M Buy
46,332
+30,227
+188% +$815K 0.02% 383
2021
Q3 		$433K Sell
16,105
-137
-0.8% -$3.74K 0.01% 701
2021
Q2 		$443K Sell
16,242
-5,115
-24% -$139K 0.01% 683
2021
Q1 		$572K Buy
+21,357
New +$576K 0.01% 538

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Park Avenue Securities's PZA Position: Q2 2026 in Review

Park Avenue Securities increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 24% in Q2 2026, buying an estimated $1.42M and bringing the position to 318,528 shares worth $7.49M. The position accounts for 0.05% of the portfolio, ranked #290.

Park Avenue Securities first reported a position in PZA in Q1 2021 and has held it in 21 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Park Avenue Securities held 318,528 shares of Invesco National AMT-Free Municipal Bond ETF worth $7.49M as of Q2 2026.
  • Park Avenue Securities bought 61,143 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.42M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Park Avenue Securities's portfolio in Q2 2026, its #290 holding.
  • Park Avenue Securities first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.