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

Principal Securities’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 		$3.05M Buy
129,563
+8,276
+7% +$193K 0.04% 400
2026
Q1 		$2.79M Buy
121,287
+33,991
+39% +$791K 0.04% 384
2025
Q4 		$2.02M Sell
87,296
-858
-1% -$20K 0.03% 471
2025
Q3 		$2.04M Buy
88,154
+19,579
+29% +$439K 0.03% 458
2025
Q2 		$1.54M Sell
68,575
-19,304
-22% -$434K 0.03% 491
2025
Q1 		$2.07M Hold
87,879
– – 0.05% 347
2024
Q4 		$2.07M Buy
87,879
+35,806
+69% +$856K 0.05% 343
2024
Q3 		$1.26M Buy
52,073
+10,421
+25% +$250K 0.03% 468
2024
Q2 		$986K Buy
41,652
+17,789
+75% +$420K 0.03% 485
2024
Q1 		$569K Sell
23,863
-511
-2% -$12.2K 0.02% 616
2023
Q4 		$589K Buy
+24,374
New +$556K 0.02% 547

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

Principal Securities's PZA Position: Q2 2026 in Review

Principal Securities increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 6.8% in Q2 2026, buying an estimated $193K and bringing the position to 129,563 shares worth $3.05M. The position accounts for 0.04% of the portfolio, ranked #400.

Principal Securities first reported a position in PZA in Q4 2023 and has held it in 11 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Principal Securities held 129,563 shares of Invesco National AMT-Free Municipal Bond ETF worth $3.05M as of Q2 2026.
  • Principal Securities bought 8,276 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $193K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #400 holding.
  • Principal Securities first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.