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Silver Oak Securities’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Silver Oak Securities’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 		$342K Sell
14,543
-245
-2% -$5.71K 0.02% 591
2026
Q1 		$340K Buy
14,788
+700
+5% +$16.3K 0.02% 557
2025
Q4 		$327K Buy
14,088
+1,274
+10% +$29.6K 0.02% 592
2025
Q3 		$296K Buy
12,814
+235
+2% +$5.26K 0.02% 581
2025
Q2 		$282K Sell
12,579
-1,256
-9% -$28.3K 0.02% 554
2025
Q1 		$318K Buy
13,835
+1,291
+10% +$30.3K 0.03% 489
2024
Q4 		$297K Buy
12,544
+3,584
+40% +$85.6K 0.03% 509
2024
Q3 		$216K Buy
8,960
+1,762
+24% +$42.2K 0.02% 476
2024
Q2 		$170K Buy
+7,198
New +$170K 0.03% 399

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

Silver Oak Securities's PZA Position: Q2 2026 in Review

Silver Oak Securities reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.7% in Q2 2026, selling an estimated $5.71K and leaving 14,543 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #591.

Silver Oak Securities 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.

  • Silver Oak Securities held 14,543 shares of Invesco National AMT-Free Municipal Bond ETF worth $342K as of Q2 2026.
  • Silver Oak Securities sold 245 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.71K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #591 holding.
  • Silver Oak Securities 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 Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.