Bank of America
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Bank of America’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-2,500
Closed -$56K – 8610
2025
Q2 		$56K Hold
2,500
– – ﹤0.01% 6775
2025
Q1 		$57.6K Hold
2,500
– – ﹤0.01% 6701
2024
Q4 		$59K Buy
+2,500
New +$59.7K ﹤0.01% 6583

Other funds holding PZA

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 $424B AUM 22.96% 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 $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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's PZA Position: Q1 2026 in Review

Bank of America increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 5.7% in Q1 2026, buying an estimated $69.1M and bringing the position to 55,154,071 shares worth $1.27B. The position accounts for 0.09% of the portfolio, ranked #208.

Bank of America first reported a position in PZA in Q2 2013 and has held it in 52 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Bank of America held 55,154,071 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.27B as of Q1 2026.
  • Bank of America bought 2,967,775 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $69.1M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.09% of Bank of America's portfolio in Q1 2026, its #208 holding.
  • Bank of America first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.