Per Stirling Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Per Stirling Capital 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	$2.14M	Buy	90,879 +11,993	+15%	+$279K	0.2%	91
2026 Q1	$1.81M	Buy	78,886 +6,557	+9%	+$153K	0.2%	95
2025 Q4	$1.68M	Buy	72,329 +27,689	+62%	+$644K	0.19%	88
2025 Q3	$1.03M	Buy	44,640 +6,243	+16%	+$140K	0.12%	116
2025 Q2	$860K	Sell	38,397 -9,310	-20%	-$209K	0.11%	123
2025 Q1	$1.1M	Buy	47,707 +5,886	+14%	+$138K	0.16%	108
2024 Q4	$987K	Buy	+41,821	New	+$999K	0.14%	112

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Per Stirling Capital Management's PZA Position: Q2 2026 in Review

Per Stirling Capital Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 15% in Q2 2026, buying an estimated $279K and bringing the position to 90,879 shares worth $2.14M. The position accounts for 0.2% of the portfolio, ranked #91.

Per Stirling Capital Management first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Per Stirling Capital Management held 90,879 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.14M as of Q2 2026.
Per Stirling Capital Management bought 11,993 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $279K.
Invesco National AMT-Free Municipal Bond ETF made up 0.2% of Per Stirling Capital Management's portfolio in Q2 2026, its #91 holding.
Per Stirling Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.