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

Simon Quick 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 		$6.06M Hold
257,730
– – 0.24% 70
2026
Q1 		$5.92M Buy
257,730
+183,113
+245% +$4.26M 0.27% 60
2025
Q4 		$1.73M Sell
74,617
-188,291
-72% -$4.38M 0.08% 147
2025
Q3 		$6.07M Sell
262,908
-30,456
-10% -$682K 0.27% 55
2025
Q2 		$6.57M Buy
+293,364
New +$6.6M 0.33% 49

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

Simon Quick Advisors's PZA Position: Q2 2026 in Review

Simon Quick Advisors held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 257,730 shares worth $6.06M. The position accounts for 0.24% of the portfolio, ranked #70.

Simon Quick Advisors first reported a position in PZA in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.57M in Q2 2025. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Simon Quick Advisors held 257,730 shares of Invesco National AMT-Free Municipal Bond ETF worth $6.06M as of Q2 2026.
  • Simon Quick Advisors left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.24% of Simon Quick Advisors's portfolio in Q2 2026, its #70 holding.
  • Simon Quick Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Simon Quick Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $6.57M in Q2 2025.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.