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

Robinson 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	$5.74M	Buy	+244,351	New	+$5.69M	2.54%	15
2022 Q3	–	Sell	-200	Closed	-$5K	–	320
2022 Q2	$5K	Sell	200 -258	-56%	-$6.13K	﹤0.01%	238
2022 Q1	$11K	Hold	458	–	–	0.01%	215
2021 Q4	$12K	Hold	458	–	–	0.01%	178
2021 Q3	$12K	Hold	458	–	–	0.01%	135
2021 Q2	$12K	Sell	458 -320,462	-100%	-$8.69M	0.01%	148
2021 Q1	$8.59M	Buy	320,920 +320,777	+224,320%	+$8.65M	4.6%	5
2020 Q4	$4K	Hold	143	–	–	﹤0.01%	84
2020 Q3	$4K	Buy	+143	New	+$3.84K	﹤0.01%	69
2018 Q1	–	Sell	-91,627	Closed	-$1.57M	–	106
2017 Q4	$1.57M	Buy	+91,627	New	+$2.35M	0.76%	51

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

Robinson Capital Management's PZA Position: Q2 2026 in Review

Robinson Capital Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 244,351 shares worth $5.74M. The stake represents 2.54% of the portfolio and ranks #15 among its holdings. This is a return to the name: Robinson Capital Management previously reported a position in PZA as recently as Q2 2022.

Robinson Capital Management first reported a position in PZA in Q4 2017 and has held it in 10 quarters since. The position peaked at $8.59M in Q1 2021. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Robinson Capital Management held 244,351 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.74M as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Robinson Capital Management position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 2.54% of Robinson Capital Management's portfolio in Q2 2026, its #15 holding.
Robinson Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 10 quarters since.
Robinson Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $8.59M in Q1 2021.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Robinson Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.