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	$489K	Buy	+21,300	New	+$496K	﹤0.01%	9370
2025 Q2	–	Sell	-18,900	Closed	-$435K	–	14585
2025 Q1	$435K	Buy	18,900 +16,900	+845%	+$397K	﹤0.01%	8779
2024 Q4	$47.2K	Sell	2,000 -33,000	-94%	-$789K	﹤0.01%	12454
2024 Q3	$845K	Sell	35,000 -7,000	-17%	-$168K	﹤0.01%	7198
2024 Q2	$995K	Buy	42,000 +19,000	+83%	+$449K	﹤0.01%	6590
2024 Q1	$548K	Buy	23,000 +14,600	+174%	+$350K	﹤0.01%	8175
2023 Q4	$203K	Sell	8,400 -11,300	-57%	-$258K	﹤0.01%	9921
2023 Q3	$437K	Buy	19,700 +14,900	+310%	+$345K	﹤0.01%	8367
2023 Q2	$113K	Buy	+4,800	New	+$113K	﹤0.01%	10737
2023 Q1	–	Sell	-1,300	Closed	-$29.8K	–	15348
2022 Q4	$29.8K	Buy	+1,300	New	+$29.4K	﹤0.01%	12763

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.