SAM
PZA icon

Smartleaf Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Smartleaf Asset Management’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 		$9.84K Buy
+430
New +$10K ﹤0.01% 2338
2025
Q4 		– Sell
-186
Closed -$4.29K – 3542
2025
Q3 		$4.29K Buy
+186
New +$4.17K ﹤0.01% 2426

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 $666B 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 $432B 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 $7.61B AUM 16.44% 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 $377B 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 $1.56T AUM 27.86% 1-Year Est. Return

Smartleaf Asset Management's PZA Position: Q1 2026 in Review

Smartleaf Asset Management opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q1 2026: 430 shares worth $9.84K. The stake represents ﹤0.01% of the portfolio and ranks #2338 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in PZA as recently as Q3 2025.

Smartleaf Asset Management first reported a position in PZA in Q3 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • Smartleaf Asset Management held 430 shares of Invesco National AMT-Free Municipal Bond ETF worth $9.84K as of Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Smartleaf Asset Management position in Q1 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2338 holding.
  • Smartleaf Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.