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Vectors Research Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Vectors Research 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 		$424K Hold
18,015
– – 0.11% 110
2026
Q1 		$414K Sell
18,015
-11
-0.1% -$256 0.12% 108
2025
Q4 		$418K Hold
18,026
– – 0.13% 99
2025
Q3 		$416K Sell
18,026
-3,169
-15% -$71K 0.13% 102
2025
Q2 		$475K Buy
21,195
+182
+0.9% +$4.09K 0.16% 91
2025
Q1 		$484K Buy
21,013
+9
+0% +$211 0.17% 88
2024
Q4 		$496K Buy
21,004
+3,169
+18% +$75.7K 0.17% 90
2024
Q3 		$432K Sell
17,835
-13
-0.1% -$311 0.13% 97
2024
Q2 		$423K Sell
17,848
-100
-0.6% -$2.36K 0.13% 101
2024
Q1 		$428K Buy
+17,948
New +$430K 0.12% 106
2022
Q3 		– Sell
-1,253
Closed -$29K – 398
2022
Q2 		$29K Buy
1,253
+27
+2% +$641 0.01% 263
2022
Q1 		$31K Buy
1,226
+20
+2% +$520 0.01% 261
2021
Q4 		$33K Buy
1,206
+13
+1% +$350 0.01% 294
2021
Q3 		$32K Buy
1,193
+35
+3% +$954 0.01% 269
2021
Q2 		$32K Buy
1,158
+714
+161% +$19.4K 0.01% 272
2021
Q1 		$12K Buy
444
+28
+7% +$755 ﹤0.01% 325
2020
Q4 		$11K Buy
+416
New +$11.1K ﹤0.01% 321

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

Vectors Research Management's PZA Position: Q2 2026 in Review

Vectors Research Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 18,015 shares worth $424K. The position accounts for 0.11% of the portfolio, ranked #110.

Vectors Research Management first reported a position in PZA in Q4 2020 and has held it in 17 quarters since. The position peaked at $496K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Vectors Research Management held 18,015 shares of Invesco National AMT-Free Municipal Bond ETF worth $424K as of Q2 2026.
  • Vectors Research Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.11% of Vectors Research Management's portfolio in Q2 2026, its #110 holding.
  • Vectors Research Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 17 quarters since.
  • Vectors Research Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $496K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.