Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cetera Investment Advisers’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 		$27M Buy
1,176,652
+472,183
+67% +$11M 0.03% 571
2025
Q4 		$16.3M Sell
704,469
-15,589
-2% -$363K 0.02% 755
2025
Q3 		$16.6M Buy
720,058
+192,670
+37% +$4.32M 0.02% 717
2025
Q2 		$11.8M Buy
527,388
+85,800
+19% +$1.93M 0.02% 737
2025
Q1 		$10.2M Sell
441,588
-156,525
-26% -$3.67M 0.02% 761
2024
Q4 		$14.1M Buy
598,113
+60,192
+11% +$1.44M 0.03% 551
2024
Q3 		$13M Sell
537,921
-361
-0.1% -$8.65K 0.03% 594
2024
Q2 		$12.7M Buy
538,282
+57,259
+12% +$1.35M 0.03% 576
2024
Q1 		$11.5M Buy
481,023
+264,322
+122% +$6.33M 0.03% 616
2023
Q4 		$5.24M Sell
216,701
-13,324
-6% -$304K 0.04% 420
2023
Q3 		$5.1M Buy
230,025
+18,074
+9% +$419K 0.04% 406
2023
Q2 		$5M Sell
211,951
-4,200
-2% -$99.1K 0.04% 409
2023
Q1 		$5.12M Sell
216,151
-10,363
-5% -$244K 0.04% 389
2022
Q4 		$5.2M Buy
226,514
+130,437
+136% +$2.95M 0.05% 374
2022
Q3 		$2.12M Sell
96,077
-2,453
-2% -$57.6K 0.04% 437
2022
Q2 		$2.31M Sell
98,530
-1,922
-2% -$45.7K 0.04% 478
2022
Q1 		$2.5M Buy
100,452
+11,323
+13% +$294K 0.04% 477
2021
Q4 		$2.42M Buy
89,129
+8,238
+10% +$222K 0.03% 491
2021
Q3 		$2.17M Buy
80,891
+2,103
+3% +$57.3K 0.03% 493
2021
Q2 		$2.15M Buy
78,788
+13,963
+22% +$379K 0.03% 480
2021
Q1 		$1.74M Sell
64,825
-7,215
-10% -$195K 0.03% 461
2020
Q4 		$1.95M Buy
+72,040
New +$1.93M 0.04% 436
2020
Q1 		– Sell
-10,415
Closed -$276K – 604
2019
Q4 		$276K Buy
10,415
+678
+7% +$17.9K 0.03% 468
2019
Q3 		$257K Buy
9,737
+149
+2% +$3.94K 0.03% 440
2019
Q2 		$250K Sell
9,588
-2,154
-18% -$55.8K 0.03% 434
2019
Q1 		$301K Buy
11,742
+59
+0.5% +$1.49K 0.04% 375
2018
Q4 		$293K Sell
11,683
-4,463
-28% -$110K 0.05% 343
2018
Q3 		$400K Buy
16,146
+29
+0.2% +$727 0.06% 311
2018
Q2 		$405K Buy
16,117
+3,907
+32% +$98.1K 0.07% 276
2018
Q1 		$307K Sell
12,210
-354
-3% -$8.95K 0.06% 300
2017
Q4 		$325K Sell
12,564
-969
-7% -$24.8K 0.06% 309
2017
Q3 		$346K Sell
13,533
-7,085
-34% -$181K 0.08% 293
2017
Q2 		$525K Sell
20,618
-4,969
-19% -$126K 0.13% 209
2017
Q1 		$642K Sell
25,587
-26,373
-51% -$660K 0.18% 152
2016
Q4 		$1.29M Buy
51,960
+40,969
+373% +$1.03M 0.43% 65
2016
Q3 		$286K Buy
+10,991
New +$289K 0.12% 200

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

Cetera Investment Advisers's PZA Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 67% in Q1 2026, buying an estimated $11M and bringing the position to 1,176,652 shares worth $27M. The position accounts for 0.03% of the portfolio, ranked #571.

Cetera Investment Advisers first reported a position in PZA in Q3 2016 and has held it in 36 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Cetera Investment Advisers held 1,176,652 shares of Invesco National AMT-Free Municipal Bond ETF worth $27M as of Q1 2026.
  • Cetera Investment Advisers bought 472,183 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $11M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #571 holding.
  • Cetera Investment Advisers first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2016 and has held it in 36 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.