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Sage Advisory Services’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Sage Advisory Services’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
Q1 		– Sell
-19,426
Closed -$450K – 48
2025
Q4 		$450K Buy
+19,426
New +$452K 0.25% 40

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sage Advisory Services's PZA Position: Q1 2026 in Review

Sage Advisory Services sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026, closing a stake of 19,426 shares — an estimated $450K sold.

Sage Advisory Services first reported a position in PZA in Q4 2025 and held it in 1 quarter. The position peaked at $450K in Q4 2025. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Sage Advisory Services reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Sage Advisory Services sold 19,426 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $450K.
  • Sage Advisory Services first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Sage Advisory Services's Invesco National AMT-Free Municipal Bond ETF position peaked at $450K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Sage Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.