Citadel Advisors
PZA icon

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
Q2 		$1.03M Buy
43,600
+9,700
+29% +$226K ﹤0.01% 8137
2026
Q1 		$779K Buy
+33,900
New +$789K ﹤0.01% 8249
2025
Q4 		– Sell
-33,200
Closed -$767K – 13798
2025
Q3 		$767K Buy
33,200
+22,600
+213% +$506K ﹤0.01% 8130
2025
Q2 		$237K Sell
10,600
-2,700
-20% -$60.7K ﹤0.01% 10332
2025
Q1 		$306K Buy
13,300
+6,200
+87% +$145K ﹤0.01% 9532
2024
Q4 		$168K Buy
7,100
+2,400
+51% +$57.4K ﹤0.01% 10710
2024
Q3 		$114K Sell
4,700
-500
-10% -$12K ﹤0.01% 10952
2024
Q2 		$123K Buy
5,200
+1,700
+49% +$40.2K ﹤0.01% 10626
2024
Q1 		$83.4K Buy
3,500
+1,100
+46% +$26.3K ﹤0.01% 11602
2023
Q4 		$58K Buy
2,400
+2,100
+700% +$47.9K ﹤0.01% 11632
2023
Q3 		$6.65K Sell
300
-2,900
-91% -$67.2K ﹤0.01% 13308
2023
Q2 		$75.5K Buy
+3,200
New +$75.5K ﹤0.01% 11306
2023
Q1 		– Sell
-11,100
Closed -$255K – 15346
2022
Q4 		$255K Buy
+11,100
New +$251K ﹤0.01% 9662

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Citadel Advisors's PZA Position: Q2 2026 in Review

Citadel Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 388% in Q2 2026, buying an estimated $6.66M and bringing the position to 359,713 shares worth $8.46M. The position accounts for ﹤0.01% of the portfolio, ranked #3833.

Citadel Advisors first reported a position in PZA in Q3 2016 and has held it in 25 quarters since. The position peaked at $15.3M in Q4 2025. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Citadel Advisors held 359,713 shares of Invesco National AMT-Free Municipal Bond ETF worth $8.46M as of Q2 2026.
  • Citadel Advisors bought 286,066 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $6.66M.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #3833 holding.
  • Citadel Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2016 and has held it in 25 quarters since.
  • Citadel Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $15.3M in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.