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	-14,900	Closed	-$342K	–	14303
2026 Q1	$342K	Buy	+14,900	New	+$347K	﹤0.01%	10589
2025 Q2	–	Sell	-35,300	Closed	-$813K	–	13516
2025 Q1	$813K	Buy	+35,300	New	+$828K	﹤0.01%	7782
2023 Q4	–	Sell	-10,600	Closed	-$235K	–	13120
2023 Q3	$235K	Buy	+10,600	New	+$246K	﹤0.01%	9871
2023 Q2	–	Sell	-11,600	Closed	-$275K	–	12922
2023 Q1	$275K	Buy	11,600 +600	+5%	+$14.1K	﹤0.01%	9911
2022 Q4	$252K	Sell	11,000 -7,000	-39%	-$159K	﹤0.01%	9525
2022 Q3	$397K	Buy	+18,000	New	+$423K	﹤0.01%	9072
2016 Q3	–	Sell	-11,000	Closed	-$292K	–	8904
2016 Q2	$292K	Buy	11,000 +2,000	+22%	+$52.1K	﹤0.01%	7006
2016 Q1	$232K	Sell	9,000 -2,500	-22%	-$64K	﹤0.01%	7720
2015 Q4	$293K	Buy	+11,500	New	+$290K	﹤0.01%	7735
2015 Q2	–	Sell	-11,600	Closed	-$296K	–	10377
2015 Q1	$296K	Sell	11,600 -1,500	-11%	-$38.3K	﹤0.01%	8000
2014 Q4	$333K	Sell	13,100 -24,200	-65%	-$612K	﹤0.01%	7952
2014 Q3	$937K	Buy	+37,300	New	+$928K	﹤0.01%	6045

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.