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PZA icon

Allworth Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Allworth Financial’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
Q1 		$12.2M Buy
531,585
+38,677
+8% +$900K 0.05% 223
2025
Q4 		$11.4M Buy
492,908
+38,146
+8% +$887K 0.05% 218
2025
Q3 		$10.5M Buy
454,762
+14,760
+3% +$331K 0.05% 204
2025
Q2 		$9.85M Sell
440,002
-14,640
-3% -$329K 0.05% 204
2025
Q1 		$10.2M Sell
454,642
-53,252
-10% -$1.25M 0.06% 175
2024
Q4 		$11.9M Buy
507,894
+19,228
+4% +$459K 0.07% 153
2024
Q3 		$11.8M Buy
488,666
+2,782
+0.6% +$66.6K 0.07% 129
2024
Q2 		$11.6M Buy
485,884
+6,938
+1% +$164K 0.07% 123
2024
Q1 		$11.4M Sell
478,946
-18,547
-4% -$444K 0.08% 108
2023
Q4 		$12M Buy
497,493
+611
+0.1% +$13.9K 0.09% 99
2023
Q3 		$11M Buy
496,882
+41,087
+9% +$952K 0.09% 94
2023
Q2 		$10.8M Buy
455,795
+14,638
+3% +$345K 0.09% 94
2023
Q1 		$10.4M Buy
441,157
+71,832
+19% +$1.69M 0.1% 96
2022
Q4 		$8.47M Buy
369,325
+191,458
+108% +$4.34M 0.09% 103
2022
Q3 		$3.93M Buy
177,867
+157,733
+783% +$3.7M 0.05% 159
2022
Q2 		$472K Buy
20,134
+13,610
+209% +$323K 0.01% 405
2022
Q1 		$163K Buy
+6,524
New +$170K ﹤0.01% 592
2020
Q2 		– Sell
-60
Closed -$2K – 1337
2020
Q1 		$2K Buy
+60
New +$1.58K ﹤0.01% 1076
2017
Q1 		– Sell
-377
Closed -$9K – 807
2016
Q4 		$9K Buy
+377
New +$9.51K ﹤0.01% 407

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial's PZA Position: Q1 2026 in Review

Allworth Financial increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.8% in Q1 2026, buying an estimated $900K and bringing the position to 531,585 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #223.

Allworth Financial first reported a position in PZA in Q4 2016 and has held it in 19 quarters since. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Allworth Financial held 531,585 shares of Invesco National AMT-Free Municipal Bond ETF worth $12.2M as of Q1 2026.
  • Allworth Financial bought 38,677 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $900K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.05% of Allworth Financial's portfolio in Q1 2026, its #223 holding.
  • Allworth Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 19 quarters since.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.