Equitable Holdings’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Equitable Holdings’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	$319K	Buy	+13,548	New	+$315K	﹤0.01%	1522
2022 Q3	–	Sell	-10,132	Closed	-$237K	–	907
2022 Q2	$237K	Sell	10,132 -6,476	-39%	-$154K	﹤0.01%	766
2022 Q1	$414K	Sell	16,608 -8,478	-34%	-$220K	0.01%	624
2021 Q4	$680K	Sell	25,086 -832	-3%	-$22.4K	0.01%	493
2021 Q3	$696K	Buy	25,918 +1,670	+7%	+$45.5K	0.01%	478
2021 Q2	$661K	Buy	24,248 +223	+0.9%	+$6.05K	0.01%	474
2021 Q1	$643K	Buy	24,025 +3,623	+18%	+$97.7K	0.01%	448
2020 Q4	$553K	Buy	20,402 +392	+2%	+$10.5K	0.01%	437
2020 Q3	$533K	Buy	20,010 +2,398	+14%	+$64.3K	0.01%	403
2020 Q2	$468K	Buy	+17,612	New	+$459K	0.01%	422

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

Equitable Holdings's PZA Position: Q2 2026 in Review

Equitable Holdings opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 13,548 shares worth $319K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in PZA as recently as Q2 2022.

Equitable Holdings first reported a position in PZA in Q2 2020 and has held it in 10 quarters since. The position peaked at $696K in Q3 2021. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Equitable Holdings held 13,548 shares of Invesco National AMT-Free Municipal Bond ETF worth $319K as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Equitable Holdings position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1522 holding.
Equitable Holdings first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2020 and has held it in 10 quarters since.
Equitable Holdings's Invesco National AMT-Free Municipal Bond ETF position peaked at $696K in Q3 2021.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.