PS
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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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return