Apeiron RIA
PZA icon

Apeiron RIA’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Apeiron RIA’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
Q3 		$596K Hold
27,817
– – 0.14% 77
2026
Q2 		$654K Buy
+27,817
New +$648K 0.17% 82

Other funds holding PZA

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Apeiron RIA's PZA Position: Q3 2026 in Review

Apeiron RIA held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2026 at 27,817 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #77.

Apeiron RIA first reported a position in PZA in Q2 2026 and has held it in 2 quarters since. The position peaked at $654K in Q2 2026. 284 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Apeiron RIA held 27,817 shares of Invesco National AMT-Free Municipal Bond ETF worth $596K as of Q3 2026.
  • Apeiron RIA left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.14% of Apeiron RIA's portfolio in Q3 2026, its #77 holding.
  • Apeiron RIA first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Apeiron RIA's Invesco National AMT-Free Municipal Bond ETF position peaked at $654K in Q2 2026.
  • 284 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.