Prosperity Capital Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Prosperity Capital Advisors’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	$1.32M	Buy	56,166 +11,142	+25%	+$259K	0.07%	167
2026 Q1	$1.03M	Buy	45,024 +17,666	+65%	+$411K	0.06%	187
2025 Q4	$634K	Buy	27,358 +5,628	+26%	+$131K	0.04%	222
2025 Q3	$502K	Buy	21,730 +3,188	+17%	+$71.4K	0.03%	276
2025 Q2	$415K	Buy	+18,542	New	+$417K	0.03%	282

Other funds holding PZA

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Entrust Financial Wayne, Pennsylvania $154M AUM

CCMG

Connecticut Capital Management Group Milford, Connecticut $124M AUM

Prosperity Capital Advisors's PZA Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 25% in Q2 2026, buying an estimated $259K and bringing the position to 56,166 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #167.

Prosperity Capital Advisors first reported a position in PZA in Q2 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Prosperity Capital Advisors held 56,166 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.32M as of Q2 2026.
Prosperity Capital Advisors bought 11,142 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $259K.
Invesco National AMT-Free Municipal Bond ETF made up 0.07% of Prosperity Capital Advisors's portfolio in Q2 2026, its #167 holding.
Prosperity Capital Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.