Atria Investments’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Atria Investments’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	$2.08M	Buy	90,548 +51,631	+133%	+$1.2M	0.02%	694
2025 Q4	$902K	Buy	38,917 +8,548	+28%	+$199K	0.01%	1126
2025 Q3	$701K	Buy	+30,369	New	+$680K	0.01%	1227
2020 Q1	–	Sell	-9,762	Closed	-$258K	–	1029
2019 Q4	$258K	Buy	+9,762	New	+$258K	0.01%	1033
2019 Q3	–	Sell	-8,928	Closed	-$239K	–	944
2019 Q2	$239K	Buy	+8,928	New	+$231K	0.01%	834
2017 Q2	–	Sell	-25,483	Closed	-$638K	–	786
2017 Q1	$638K	Buy	25,483 +11,206	+78%	+$280K	0.04%	345
2016 Q4	$355K	Buy	14,277 +955	+7%	+$24.1K	0.03%	419
2016 Q3	$347K	Sell	13,322 -4,398	-25%	-$115K	0.03%	374
2016 Q2	$470K	Buy	17,720 +2,542	+17%	+$66.3K	0.05%	275
2016 Q1	$391K	Buy	+15,178	New	+$389K	0.04%	308
2015 Q2	–	Sell	-34,894	Closed	-$891K	–	419
2015 Q1	$891K	Sell	34,894 -15,713	-31%	-$402K	0.1%	167
2014 Q4	$1.29M	Buy	50,607 +34,941	+223%	+$884K	0.14%	119
2014 Q3	$394K	Buy	+15,666	New	+$390K	0.04%	313

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's PZA Position: Q1 2026 in Review

Atria Investments increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 133% in Q1 2026, buying an estimated $1.2M and bringing the position to 90,548 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #694.

Atria Investments first reported a position in PZA in Q3 2014 and has held it in 13 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Atria Investments held 90,548 shares of Invesco National AMT-Free Municipal Bond ETF worth $2.08M as of Q1 2026.
Atria Investments bought 51,631 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $1.2M.
Invesco National AMT-Free Municipal Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #694 holding.
Atria Investments first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2014 and has held it in 13 quarters since.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.