Jones Financial Companies’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
Q2
$3.32M Buy
141,343
+6,103
+5% +$142K ﹤0.01% 1368
2026
Q1
$3.08M Buy
135,240
+6,541
+5% +$152K ﹤0.01% 1255
2025
Q4
$2.98M Buy
128,699
+7,699
+6% +$179K ﹤0.01% 818
2025
Q3
$2.78M Buy
121,000
+23,028
+24% +$516K ﹤0.01% 760
2025
Q2
$2.19M Buy
97,972
+21,851
+29% +$492K ﹤0.01% 732
2025
Q1
$1.75M Buy
76,121
+8,782
+13% +$206K ﹤0.01% 696
2024
Q4
$1.59M Buy
67,339
+17,203
+34% +$411K ﹤0.01% 620
2024
Q3
$1.21M Buy
50,136
+32,937
+192% +$789K ﹤0.01% 555
2024
Q2
$407K Buy
+17,199
New +$406K ﹤0.01% 612
2024
Q1
Sell
-881
Closed -$21.3K 1435
2023
Q4
$21.3K Buy
+881
New +$20.1K ﹤0.01% 581

Other funds holding PZA

Jones Financial Companies's PZA Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 4.5% in Q2 2026, buying an estimated $142K and bringing the position to 141,343 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Jones Financial Companies first reported a position in PZA in Q4 2023 and has held it in 10 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Jones Financial Companies held 141,343 shares of Invesco National AMT-Free Municipal Bond ETF worth $3.32M as of Q2 2026.
  • Jones Financial Companies bought 6,103 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $142K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1368 holding.
  • Jones Financial Companies first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.