Mariner
PZA icon

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

Mariner’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 		$459K Buy
+19,524
New +$455K ﹤0.01% 2518
2026
Q1 		– Sell
-18,341
Closed -$425K – 3766
2025
Q4 		$425K Buy
18,341
+7,052
+62% +$164K ﹤0.01% 2566
2025
Q3 		$261K Sell
11,289
-7,119
-39% -$160K ﹤0.01% 2944
2025
Q2 		$412K Sell
18,408
-19,240
-51% -$433K ﹤0.01% 2485
2025
Q1 		$867K Sell
37,648
-3,076
-8% -$72.2K ﹤0.01% 1797
2024
Q4 		$961K Buy
+40,724
New +$973K ﹤0.01% 1681
2024
Q3 		– Sell
-9,222
Closed -$218K – 3379
2024
Q2 		$218K Buy
+9,222
New +$218K ﹤0.01% 2721
2022
Q1 		– Sell
-15,931
Closed -$432K – 1400
2021
Q4 		$432K Sell
15,931
-1,439
-8% -$38.8K ﹤0.01% 1033
2021
Q3 		$467K Buy
+17,370
New +$474K ﹤0.01% 863
2021
Q2 		– Sell
-16,643
Closed -$445K – 929
2021
Q1 		$445K Sell
16,643
-1,270
-7% -$34.2K ﹤0.01% 759
2020
Q4 		$486K Buy
17,913
+5,315
+42% +$142K ﹤0.01% 682
2020
Q3 		$335K Sell
12,598
-1,710
-12% -$45.9K ﹤0.01% 653
2020
Q2 		$380K Buy
14,308
+388
+3% +$10.1K ﹤0.01% 646
2020
Q1 		$359K Buy
13,920
+3,011
+28% +$79.5K ﹤0.01% 626
2019
Q4 		$289K Hold
10,909
– – ﹤0.01% 665
2019
Q3 		$290K Sell
10,909
-1,050
-9% -$27.8K ﹤0.01% 647
2019
Q2 		$312K Buy
+11,959
New +$310K ﹤0.01% 871

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Mariner's PZA Position: Q2 2026 in Review

Mariner opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 19,524 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #2518 among its holdings. This is a return to the name: Mariner previously reported a position in PZA as recently as Q4 2025.

Mariner first reported a position in PZA in Q2 2019 and has held it in 17 quarters since. The position peaked at $961K in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Mariner held 19,524 shares of Invesco National AMT-Free Municipal Bond ETF worth $459K as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Mariner position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2518 holding.
  • Mariner first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2019 and has held it in 17 quarters since.
  • Mariner's Invesco National AMT-Free Municipal Bond ETF position peaked at $961K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.