Jeff Yass’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Jeff Yass’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	-22,100	Closed	-$508K	–	14301
2026 Q1	$508K	Sell	22,100 -19,300	-47%	-$449K	﹤0.01%	9626
2025 Q4	$960K	Sell	41,400 -80,100	-66%	-$1.86M	﹤0.01%	7288
2025 Q3	$2.81M	Buy	+121,500	New	+$2.72M	﹤0.01%	5107
2016 Q1	–	Sell	-14,900	Closed	-$380K	–	9529
2015 Q4	$380K	Sell	14,900 -6,400	-30%	-$162K	﹤0.01%	7278
2015 Q3	$533K	Sell	21,300 -5,200	-20%	-$130K	﹤0.01%	6997
2015 Q2	$655K	Sell	26,500 -27,800	-51%	-$696K	﹤0.01%	7087
2015 Q1	$1.39M	Buy	54,300 +42,500	+360%	+$1.09M	﹤0.01%	5092
2014 Q4	$300K	Buy	+11,800	New	+$298K	﹤0.01%	8138

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

Jeff Yass's PZA Position: Q2 2026 in Review

Jeff Yass sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026, closing a stake of 93,296 shares — an estimated $2.14M sold.

Jeff Yass first reported a position in PZA in Q3 2013 and held it in 25 quarters. The position peaked at $11.1M in Q4 2016. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Jeff Yass reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 93,296 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.14M.
Jeff Yass first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2013 and held it in 25 quarters.
Jeff Yass's Invesco National AMT-Free Municipal Bond ETF position peaked at $11.1M in Q4 2016.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.