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Synergy Investment Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Synergy Investment Management’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 		$5.08M Buy
216,174
+71,744
+50% +$1.67M 1.23% 19
2026
Q1 		$3.32M Buy
144,430
+85,609
+146% +$1.99M 1.09% 25
2025
Q4 		$1.36M Buy
58,821
+13,236
+29% +$308K 0.48% 41
2025
Q3 		$1.05M Buy
+45,585
New +$1.02M 0.4% 42

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

Synergy Investment Management's PZA Position: Q2 2026 in Review

Synergy Investment Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 50% in Q2 2026, buying an estimated $1.67M and bringing the position to 216,174 shares worth $5.08M. The position accounts for 1.23% of the portfolio, ranked #19.

Synergy Investment Management first reported a position in PZA in Q3 2025 and has held it in 4 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Synergy Investment Management held 216,174 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.08M as of Q2 2026.
  • Synergy Investment Management bought 71,744 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.67M.
  • Invesco National AMT-Free Municipal Bond ETF made up 1.23% of Synergy Investment Management's portfolio in Q2 2026, its #19 holding.
  • Synergy Investment Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.