Jupiter Topco LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Jupiter Topco LLC’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	$105M	Buy	+4,466,587	New	+$104M	0.04%	298

Other funds holding PZA

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Jupiter Topco LLC's PZA Position: Q2 2026 in Review

Jupiter Topco LLC opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 4,466,587 shares worth $105M. The stake represents 0.04% of the portfolio and ranks #298 among its holdings.

312 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Jupiter Topco LLC held 4,466,587 shares of Invesco National AMT-Free Municipal Bond ETF worth $105M as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Jupiter Topco LLC position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Jupiter Topco LLC's portfolio in Q2 2026, its #298 holding.
312 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Jupiter Topco LLC's 13F filing for Q2 2026, filed 14 Aug 2026.