KeyBank National Association’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

KeyBank National Association’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	$904K	Buy	38,456 +21,497	+127%	+$501K	﹤0.01%	686
2026 Q1	$390K	Sell	16,959 -29,195	-63%	-$680K	﹤0.01%	926
2025 Q4	$1.07M	Sell	46,154 -1,164	-2%	-$27.1K	﹤0.01%	567
2025 Q3	$1.09M	Sell	47,318 -41,204	-47%	-$923K	﹤0.01%	560
2025 Q2	$1.98M	Sell	88,522 -16,640	-16%	-$374K	0.01%	442
2025 Q1	$2.42M	Sell	105,162 -835	-0.8%	-$19.6K	0.01%	402
2024 Q4	$2.5M	Buy	105,997 +49,892	+89%	+$1.19M	0.01%	384
2024 Q3	$1.35M	Buy	+56,105	New	+$1.34M	0.01%	488

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

KeyBank National Association's PZA Position: Q2 2026 in Review

KeyBank National Association increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 127% in Q2 2026, buying an estimated $501K and bringing the position to 38,456 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

KeyBank National Association first reported a position in PZA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

KeyBank National Association held 38,456 shares of Invesco National AMT-Free Municipal Bond ETF worth $904K as of Q2 2026.
KeyBank National Association bought 21,497 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $501K.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #686 holding.
KeyBank National Association first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2024 and has held it in 8 quarters since.
KeyBank National Association's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.5M in Q4 2024.
323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.