Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		– Sell
-74,867
Closed -$1.72M – 710
2026
Q1 		$1.72M Buy
74,867
+13,071
+21% +$304K ﹤0.01% 443
2025
Q4 		$1.43M Buy
+61,796
New +$1.44M ﹤0.01% 448

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s PZA Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026, closing a stake of 74,867 shares — an estimated $1.72M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in PZA in Q4 2025 and held it in 2 quarters. The position peaked at $1.72M in Q1 2026. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 74,867 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.72M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2025 and held it in 2 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $1.72M in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.