Jim Simons’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.48M | Sell |
64,300
-224,600
| -78% | -$5.23M | ﹤0.01% | 2056 |
|
|
2025
Q4 | $6.7M | Sell |
288,900
-142,330
| -33% | -$3.31M | 0.01% | 1141 |
|
|
2025
Q3 | $9.96M | Buy |
431,230
+50,930
| +13% | +$1.14M | 0.01% | 1095 |
|
|
2025
Q2 | $8.51M | Buy |
380,300
+264,400
| +228% | +$5.95M | 0.01% | 1170 |
|
|
2025
Q1 | $2.67M | Sell |
115,900
-1,300
| -1% | -$30.5K | ﹤0.01% | 1815 |
|
|
2024
Q4 | $2.77M | Sell |
117,200
-460,564
| -80% | -$11M | ﹤0.01% | 1837 |
|
|
2024
Q3 | $14M | Buy |
577,764
+269,264
| +87% | +$6.45M | 0.02% | 871 |
|
|
2024
Q2 | $7.31M | Buy |
308,500
+43,829
| +17% | +$1.04M | 0.01% | 1095 |
|
|
2024
Q1 | $6.31M | Buy |
264,671
+84,471
| +47% | +$2.02M | 0.01% | 1265 |
|
|
2023
Q4 | $4.36M | Buy |
+180,200
| New | +$4.11M | 0.01% | 1441 |
|
|
2023
Q3 | – | Sell |
-175,300
| Closed | -$4.14M | – | 4015 |
|
|
2023
Q2 | $4.14M | Sell |
175,300
-184,466
| -51% | -$4.35M | 0.01% | 1531 |
|
|
2023
Q1 | $8.52M | Buy |
359,766
+255,473
| +245% | +$6.01M | 0.01% | 1169 |
|
|
2022
Q4 | $2.39M | Buy |
+104,293
| New | +$2.36M | ﹤0.01% | 1965 |
|
|
2022
Q3 | – | Sell |
-256,193
| Closed | -$6M | – | 4340 |
|
|
2022
Q2 | $6M | Buy |
256,193
+158,893
| +163% | +$3.77M | 0.01% | 1428 |
|
|
2022
Q1 | $2.43M | Buy |
97,300
+10,453
| +12% | +$272K | ﹤0.01% | 2085 |
|
|
2021
Q4 | $2.35M | Buy |
+86,847
| New | +$2.34M | ﹤0.01% | 2015 |
|
|
2021
Q3 | – | Sell |
-150,781
| Closed | -$4.11M | – | 3769 |
|
|
2021
Q2 | $4.11M | Buy |
+150,781
| New | +$4.09M | 0.01% | 1754 |
|
|
2021
Q1 | – | Sell |
-58,100
| Closed | -$1.57M | – | 3624 |
|
|
2020
Q4 | $1.57M | Buy |
58,100
+12,400
| +27% | +$332K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $1.22M | Sell |
45,700
-101,600
| -69% | -$2.73M | ﹤0.01% | 2409 |
|
|
2020
Q2 | $3.91M | Buy |
+147,300
| New | +$3.84M | ﹤0.01% | 1795 |
|
|
2020
Q1 | – | Sell |
-39,944
| Closed | -$1.06M | – | 3719 |
|
|
2019
Q4 | $1.06M | Buy |
39,944
+13,841
| +53% | +$366K | ﹤0.01% | 2604 |
|
|
2019
Q3 | $693K | Sell |
26,103
-15,297
| -37% | -$405K | ﹤0.01% | 2737 |
|
|
2019
Q2 | $1.08M | Sell |
41,400
-7,000
| -14% | -$181K | ﹤0.01% | 2637 |
|
|
2019
Q1 | $1.24M | Buy |
48,400
+33,400
| +223% | +$841K | ﹤0.01% | 2574 |
|
|
2018
Q4 | $375K | Hold |
15,000
| – | – | ﹤0.01% | 2953 |
|
|
2018
Q3 | $372K | Sell |
15,000
-30,300
| -67% | -$760K | ﹤0.01% | 2943 |
|
|
2018
Q2 | $1.14M | Buy |
+45,300
| New | +$1.14M | ﹤0.01% | 2548 |
|
|
2018
Q1 | – | Sell |
-35,600
| Closed | -$919K | – | 3530 |
|
|
2017
Q4 | $919K | Buy |
+35,600
| New | +$913K | ﹤0.01% | 2691 |
|
Other funds holding PZA
RBA
CCWA
Jim Simons's PZA Position: Q1 2026 in Review
Jim Simons reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 78% in Q1 2026, selling an estimated $5.23M and leaving 64,300 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.
Jim Simons first reported a position in PZA in Q4 2017 and has held it in 28 quarters since. The position peaked at $14M in Q3 2024. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.
- Jim Simons held 64,300 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.48M as of Q1 2026.
- Jim Simons sold 224,600 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $5.23M.
- Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2056 holding.
- Jim Simons first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 28 quarters since.
- Jim Simons's Invesco National AMT-Free Municipal Bond ETF position peaked at $14M in Q3 2024.
- 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.
Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.