Raymond James Financial
PZA icon

Raymond James Financial’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Raymond James Financial’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 		$21.4M Buy
910,834
+241,262
+36% +$5.62M 0.01% 1514
2026
Q1 		$15.4M Buy
669,572
+64,901
+11% +$1.51M ﹤0.01% 1655
2025
Q4 		$14M Sell
604,671
-4,306
-0.7% -$100K ﹤0.01% 1699
2025
Q3 		$14.1M Sell
608,977
-53,748
-8% -$1.2M ﹤0.01% 1666
2025
Q2 		$14.8M Buy
662,725
+83,346
+14% +$1.87M 0.01% 1575
2025
Q1 		$13.3M Sell
579,379
-62,338
-10% -$1.46M 0.01% 1593
2024
Q4 		$15.2M Buy
+641,717
New +$15.3M 0.01% 1510

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

Raymond James Financial's PZA Position: Q2 2026 in Review

Raymond James Financial increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 36% in Q2 2026, buying an estimated $5.62M and bringing the position to 910,834 shares worth $21.4M. The position accounts for 0.01% of the portfolio, ranked #1514.

Raymond James Financial first reported a position in PZA in Q4 2024 and has held it in 7 quarters since. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Raymond James Financial held 910,834 shares of Invesco National AMT-Free Municipal Bond ETF worth $21.4M as of Q2 2026.
  • Raymond James Financial bought 241,262 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $5.62M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1514 holding.
  • Raymond James Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.