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

Bank of Montreal’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	$108K	Buy	4,599 +4,422	+2,498%	+$103K	﹤0.01%	3217
2026 Q1	$4.07K	Buy	+177	New	+$4.12K	﹤0.01%	3655
2024 Q3	–	Sell	-1,089	Closed	-$25.9K	–	4166
2024 Q2	$25.9K	Buy	+1,089	New	+$25.7K	﹤0.01%	3547
2024 Q1	–	Sell	-9,990	Closed	-$242K	–	4236
2023 Q4	$242K	Hold	9,990	–	–	﹤0.01%	3003
2023 Q3	$229K	Hold	9,990	–	–	﹤0.01%	2977
2023 Q2	$236K	Sell	9,990 -4,150	-29%	-$97.9K	﹤0.01%	3117
2023 Q1	$336K	Buy	+14,140	New	+$333K	﹤0.01%	2716
2020 Q2	–	Sell	-56,752	Closed	-$1.42M	–	4791
2020 Q1	$1.42M	Buy	56,752 +46,893	+476%	+$1.24M	﹤0.01%	1577
2019 Q4	$261K	Buy	+9,859	New	+$261K	﹤0.01%	3018

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

Bank of Montreal's PZA Position: Q2 2026 in Review

Bank of Montreal increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 2,498% in Q2 2026, buying an estimated $103K and bringing the position to 4,599 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Bank of Montreal first reported a position in PZA in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.42M in Q1 2020. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Bank of Montreal held 4,599 shares of Invesco National AMT-Free Municipal Bond ETF worth $108K as of Q2 2026.
Bank of Montreal bought 4,422 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $103K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3217 holding.
Bank of Montreal first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 9 quarters since.
Bank of Montreal's Invesco National AMT-Free Municipal Bond ETF position peaked at $1.42M in Q1 2020.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.