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

Sanctuary 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 		$23.3M Buy
992,255
+259,240
+35% +$6.04M 0.11% 201
2026
Q1 		$16.8M Buy
733,015
+226,011
+45% +$5.26M 0.09% 225
2025
Q4 		$11.8M Buy
507,004
+64,354
+15% +$1.5M 0.06% 304
2025
Q3 		$10.2M Buy
442,650
+310,228
+234% +$6.95M 0.06% 323
2025
Q2 		$2.96M Buy
132,422
+110,576
+506% +$2.49M 0.02% 687
2025
Q1 		$503K Sell
21,846
-7,091
-25% -$166K ﹤0.01% 1513
2024
Q4 		$681K Sell
28,937
-1,418
-5% -$33.9K ﹤0.01% 1493
2024
Q3 		$725K Buy
30,355
+1,095
+4% +$26.2K ﹤0.01% 1461
2024
Q2 		$685K Buy
+29,260
New +$691K 0.01% 1419

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
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
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Sanctuary Advisors's PZA Position: Q2 2026 in Review

Sanctuary Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 35% in Q2 2026, buying an estimated $6.04M and bringing the position to 992,255 shares worth $23.3M. The position accounts for 0.11% of the portfolio, ranked #201.

Sanctuary Advisors first reported a position in PZA in Q2 2024 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Sanctuary Advisors held 992,255 shares of Invesco National AMT-Free Municipal Bond ETF worth $23.3M as of Q2 2026.
  • Sanctuary Advisors bought 259,240 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $6.04M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Sanctuary Advisors's portfolio in Q2 2026, its #201 holding.
  • Sanctuary Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.