Winthrop Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Winthrop Capital 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	$38K	Hold	1,626	–	–	0.01%	189
2026 Q1	$37K	Hold	1,626	–	–	0.01%	198
2025 Q4	$38K	Hold	1,626	–	–	0.01%	199
2025 Q3	$38K	Hold	1,626	–	–	0.01%	181
2025 Q2	$36K	Hold	1,626	–	–	0.01%	192
2025 Q1	$37K	Hold	1,626	–	–	0.01%	168
2024 Q4	$38K	Hold	1,626	–	–	0.01%	177
2024 Q3	$39K	Hold	1,626	–	–	0.02%	91
2024 Q2	$39K	Sell	1,626 -6,086	-79%	-$144K	0.02%	85
2024 Q1	$184K	Hold	7,712	–	–	0.08%	64
2023 Q4	$186K	Buy	+7,712	New	+$176K	0.06%	122

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 22.96% 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

Winthrop Capital Management's PZA Position: Q2 2026 in Review

Winthrop Capital Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 1,626 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #189.

Winthrop Capital Management first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. The position peaked at $186K in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Winthrop Capital Management held 1,626 shares of Invesco National AMT-Free Municipal Bond ETF worth $38K as of Q2 2026.
Winthrop Capital 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 0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #189 holding.
Winthrop Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
Winthrop Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $186K in Q4 2023.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.