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

SSA Swiss 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	$1.54M	Sell	65,281 -6,500	-9%	-$151K	0.58%	54
2026 Q1	$1.65M	Buy	71,781 +5,011	+8%	+$117K	0.77%	51
2025 Q4	$1.55M	Sell	66,770 -2,811	-4%	-$65.4K	0.72%	50
2025 Q3	$1.61M	Buy	69,581 +1,011	+1%	+$22.7K	0.75%	49
2025 Q2	$1.51M	Sell	68,570 -1,011	-1%	-$22.7K	0.73%	51
2025 Q1	$1.6M	Buy	+69,581	New	+$1.63M	0.82%	49

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 22.9% 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

SSA Swiss Advisors's PZA Position: Q2 2026 in Review

SSA Swiss Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 9.1% in Q2 2026, selling an estimated $151K and leaving 65,281 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #54.

SSA Swiss Advisors first reported a position in PZA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q1 2026. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

SSA Swiss Advisors held 65,281 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.54M as of Q2 2026.
SSA Swiss Advisors sold 6,500 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $151K.
Invesco National AMT-Free Municipal Bond ETF made up 0.58% of SSA Swiss Advisors's portfolio in Q2 2026, its #54 holding.
SSA Swiss Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.65M in Q1 2026.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.