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

Claro 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	$1.42M	Buy	+61,764	New	+$1.44M	0.17%	109

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

Claro Advisors's PZA Position: Q1 2026 in Review

Claro Advisors opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 61,764 shares worth $1.42M. The stake represents 0.17% of the portfolio and ranks #109 among its holdings.

294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

Claro Advisors held 61,764 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.42M as of Q1 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Claro Advisors position in Q1 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.17% of Claro Advisors's portfolio in Q1 2026, its #109 holding.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.