Citadel Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Citadel Advisors’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	$1.69M	Sell	73,647 -584,754	-89%	-$13.6M	﹤0.01%	6460
2025 Q4	$15.3M	Buy	+658,401	New	+$15.3M	﹤0.01%	2682
2025 Q2	–	Sell	-46,053	Closed	-$1.04M	–	14584
2025 Q1	$1.06M	Sell	46,053 -506,936	-92%	-$11.9M	﹤0.01%	6831
2024 Q4	$13.1M	Buy	552,989 +525,851	+1,938%	+$12.6M	﹤0.01%	2642
2024 Q3	$655K	Sell	27,138 -18,471	-40%	-$442K	﹤0.01%	7686
2024 Q2	$1.08M	Buy	45,609 +16,691	+58%	+$394K	﹤0.01%	6430
2024 Q1	$689K	Buy	+28,918	New	+$692K	﹤0.01%	7701
2023 Q4	–	Sell	-3,624	Closed	-$82.7K	–	15049
2023 Q3	$80.3K	Sell	3,624 -13,067	-78%	-$303K	﹤0.01%	11175
2023 Q2	$394K	Buy	+16,691	New	+$394K	﹤0.01%	8446
2023 Q1	–	Sell	-21,572	Closed	-$495K	–	15347
2022 Q4	$495K	Sell	21,572 -72,990	-77%	-$1.65M	﹤0.01%	8257
2022 Q3	$2.09M	Buy	+94,562	New	+$2.22M	﹤0.01%	5511
2022 Q1	–	Sell	-41,954	Closed	-$1.14M	–	14387
2021 Q4	$1.14M	Buy	+41,954	New	+$1.13M	﹤0.01%	7635
2021 Q3	–	Sell	-15,531	Closed	-$423K	–	14476
2021 Q2	$423K	Sell	15,531 -34,616	-69%	-$939K	﹤0.01%	10433
2021 Q1	$1.34M	Buy	+50,147	New	+$1.35M	﹤0.01%	7381
2020 Q2	–	Sell	-206,173	Closed	-$5.32M	–	10363
2020 Q1	$5.32M	Buy	206,173 +149,448	+263%	+$3.95M	﹤0.01%	2620
2019 Q4	$1.5M	Buy	56,725 +17,924	+46%	+$474K	﹤0.01%	4873
2019 Q3	$1.03M	Buy	38,801 +1,863	+5%	+$49.3K	﹤0.01%	5548
2019 Q2	$965K	Buy	+36,938	New	+$957K	﹤0.01%	5756
2019 Q1	–	Sell	-27,153	Closed	-$678K	–	9747
2018 Q4	$678K	Sell	27,153 -11,050	-29%	-$273K	﹤0.01%	5932
2018 Q3	$947K	Buy	38,203 +23,856	+166%	+$598K	﹤0.01%	5657
2018 Q2	$360K	Buy	+14,347	New	+$360K	﹤0.01%	6907
2017 Q2	–	Sell	-198,454	Closed	-$4.97M	–	7948
2017 Q1	$4.97M	Buy	198,454 +156,118	+369%	+$3.9M	﹤0.01%	2053
2016 Q4	$1.05M	Buy	42,336 +33,279	+367%	+$839K	﹤0.01%	3783
2016 Q3	$236K	Buy	+9,057	New	+$238K	﹤0.01%	6068

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

Citadel Advisors's PZA Position: Q1 2026 in Review

Citadel Advisors reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 89% in Q1 2026, selling an estimated $13.6M and leaving 73,647 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #6460.

Citadel Advisors first reported a position in PZA in Q3 2016 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2025. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Citadel Advisors held 73,647 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.69M as of Q1 2026.
Citadel Advisors sold 584,754 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $13.6M.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6460 holding.
Citadel Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2016 and has held it in 24 quarters since.
Citadel Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $15.3M in Q4 2025.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.