Private Trust Company’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
$601K Buy
25,539
+15,820
+163% +$368K 0.05% 407
2026
Q1
$223K Buy
9,719
+4,281
+79% +$99.6K 0.02% 725
2025
Q4
$126K Sell
5,438
-160
-3% -$3.72K 0.01% 935
2025
Q3
$129K Buy
5,598
+4,430
+379% +$99.3K 0.01% 913
2025
Q2
$26.2K Sell
1,168
-1,064
-48% -$23.9K ﹤0.01% 1463
2025
Q1
$51.4K Buy
2,232
+893
+67% +$21K 0.01% 1182
2024
Q4
$31.6K Sell
1,339
-86
-6% -$2.06K ﹤0.01% 1331
2024
Q3
$34.4K Sell
1,425
-56
-4% -$1.34K ﹤0.01% 1273
2024
Q2
$35.1K Sell
1,481
-553
-27% -$13.1K ﹤0.01% 1241
2024
Q1
$48.5K Buy
2,034
+643
+46% +$15.4K 0.01% 1116
2023
Q4
$33.6K Buy
+1,391
New +$31.7K ﹤0.01% 1209
2022
Q4
Sell
-8,818
Closed -$195K 2249
2022
Q3
$195K Sell
8,818
-3,696
-30% -$86.8K 0.03% 486
2022
Q2
$293K Buy
+12,514
New +$297K 0.05% 404

Other funds holding PZA

Private Trust Company's PZA Position: Q2 2026 in Review

Private Trust Company increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 163% in Q2 2026, buying an estimated $368K and bringing the position to 25,539 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #407.

Private Trust Company first reported a position in PZA in Q2 2022 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Private Trust Company held 25,539 shares of Invesco National AMT-Free Municipal Bond ETF worth $601K as of Q2 2026.
  • Private Trust Company bought 15,820 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $368K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Private Trust Company's portfolio in Q2 2026, its #407 holding.
  • Private Trust Company first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.