Cullen/Frost Bankers’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Cullen/Frost Bankers’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	$235K	Sell	10,000 -2,373	-19%	-$55.3K	﹤0.01%	553
2026 Q1	$284K	Hold	12,373	–	–	﹤0.01%	510
2025 Q4	$287K	Hold	12,373	–	–	﹤0.01%	502
2025 Q3	$286K	Buy	12,373 +10,000	+421%	+$224K	﹤0.01%	481
2025 Q2	$53.1K	Hold	2,373	–	–	﹤0.01%	745
2025 Q1	$54.7K	Hold	2,373	–	–	﹤0.01%	707
2024 Q4	$56K	Sell	2,373 -1,273	-35%	-$30.4K	﹤0.01%	684
2024 Q3	$88.1K	Hold	3,646	–	–	﹤0.01%	631
2024 Q2	$86.3K	Hold	3,646	–	–	﹤0.01%	610
2024 Q1	$86.9K	Hold	3,646	–	–	﹤0.01%	586
2023 Q4	$88.2K	Hold	3,646	–	–	﹤0.01%	587
2023 Q3	$80.8K	Hold	3,646	–	–	﹤0.01%	643
2023 Q2	$86K	Hold	3,646	–	–	﹤0.01%	643
2023 Q1	$86.3K	Hold	3,646	–	–	﹤0.01%	639
2022 Q4	$83.6K	Buy	+3,646	New	+$82.6K	﹤0.01%	628

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cullen/Frost Bankers's PZA Position: Q2 2026 in Review

Cullen/Frost Bankers reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 19% in Q2 2026, selling an estimated $55.3K and leaving 10,000 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Cullen/Frost Bankers first reported a position in PZA in Q4 2022 and has held it in 15 quarters since. The position peaked at $287K in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Cullen/Frost Bankers held 10,000 shares of Invesco National AMT-Free Municipal Bond ETF worth $235K as of Q2 2026.
Cullen/Frost Bankers sold 2,373 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $55.3K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Cullen/Frost Bankers's portfolio in Q2 2026, its #553 holding.
Cullen/Frost Bankers first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
Cullen/Frost Bankers's Invesco National AMT-Free Municipal Bond ETF position peaked at $287K in Q4 2025.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.