Goldman Sachs
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Goldman Sachs’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Goldman Sachs’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 		$8.96M Buy
+389,799
New +$9.07M ﹤0.01% 3162
2025
Q3 		– Sell
-496,481
Closed -$11.1M – 6598
2025
Q2 		$11.1M Sell
496,481
-20,502
-4% -$461K ﹤0.01% 2671
2025
Q1 		$11.9M Buy
516,983
+502,129
+3,380% +$11.8M ﹤0.01% 2530
2024
Q4 		$351K Hold
14,854
– – ﹤0.01% 5426
2024
Q3 		$359K Buy
14,854
+1,902
+15% +$45.6K ﹤0.01% 5221
2024
Q2 		$307K Buy
+12,952
New +$306K ﹤0.01% 5094
2021
Q2 		– Sell
-42,855
Closed -$1.15M – 6455
2021
Q1 		$1.15M Sell
42,855
-11,115
-21% -$300K ﹤0.01% 4494
2020
Q4 		$1.46M Buy
53,970
+29,626
+122% +$793K ﹤0.01% 3947
2020
Q3 		$648K Buy
24,344
+11,889
+95% +$319K ﹤0.01% 4340
2020
Q2 		$331K Buy
+12,455
New +$325K ﹤0.01% 4580
2020
Q1 		– Sell
-97,779
Closed -$2.59M – 5498
2019
Q4 		$2.59M Sell
97,779
-102
-0.1% -$2.7K ﹤0.01% 3469
2019
Q3 		$2.6M Sell
97,881
-33,952
-26% -$899K ﹤0.01% 3364
2019
Q2 		$3.44M Buy
131,833
+53,785
+69% +$1.39M ﹤0.01% 3132
2019
Q1 		$2M Buy
+78,048
New +$1.97M ﹤0.01% 3636
2018
Q4 		– Sell
-78,779
Closed -$1.95M – 5582
2018
Q3 		$1.95M Buy
78,779
+15
+0% +$376 ﹤0.01% 3626
2018
Q2 		$1.98M Buy
+78,764
New +$1.98M ﹤0.01% 3633
2018
Q1 		– Sell
-78,983
Closed -$2.04M – 6293
2017
Q4 		$2.04M Sell
78,983
-19,751
-20% -$506K ﹤0.01% 3793
2017
Q3 		$2.52M Sell
98,734
-32,270
-25% -$826K ﹤0.01% 3771
2017
Q2 		$3.33M Buy
+131,004
New +$3.32M ﹤0.01% 3395
2014
Q4 		– Sell
-46,804
Closed -$1.18M – 7275
2014
Q3 		$1.18M Buy
46,804
+2,604
+6% +$64.8K ﹤0.01% 4448
2014
Q2 		$1.09M Sell
44,200
-25,324
-36% -$619K ﹤0.01% 4616
2014
Q1 		$1.68M Hold
69,524
– – ﹤0.01% 4140
2013
Q4 		$1.6M Buy
+69,524
New +$1.61M ﹤0.01% 4306

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs's PZA Position: Q1 2026 in Review

Goldman Sachs opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 389,799 shares worth $8.96M. The stake represents ﹤0.01% of the portfolio and ranks #3162 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in PZA as recently as Q2 2025.

Goldman Sachs first reported a position in PZA in Q4 2013 and has held it in 23 quarters since. The position peaked at $11.9M in Q1 2025. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Goldman Sachs held 389,799 shares of Invesco National AMT-Free Municipal Bond ETF worth $8.96M as of Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Goldman Sachs position in Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #3162 holding.
  • Goldman Sachs first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2013 and has held it in 23 quarters since.
  • Goldman Sachs's Invesco National AMT-Free Municipal Bond ETF position peaked at $11.9M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.