PAG
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Private Advisor Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-119,800
Closed -$26.5K – 2454
2023
Q3 		$26.5K Buy
+119,800
New +$2.78M ﹤0.01% 2083

Other funds holding PZA

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Private Advisor Group's PZA Position: Q2 2026 in Review

Private Advisor Group reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 13% in Q2 2026, selling an estimated $649K and leaving 195,005 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #658.

Private Advisor Group first reported a position in PZA in Q3 2014 and has held it in 31 quarters since. The position peaked at $5.12M in Q1 2026. 129 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Private Advisor Group held 195,005 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.59M as of Q2 2026.
  • Private Advisor Group sold 27,877 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $649K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Private Advisor Group's portfolio in Q2 2026, its #658 holding.
  • Private Advisor Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and has held it in 31 quarters since.
  • Private Advisor Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $5.12M in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.