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SoFi Wealth’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

SoFi Wealth’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 		$45.6M Buy
1,983,286
+1,502,814
+313% +$35M 2.2% 15
2025
Q4 		$11.1M Buy
480,472
+42,185
+10% +$981K 0.56% 20
2025
Q3 		$10.1M Buy
+438,287
New +$9.82M 0.55% 21

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

SoFi Wealth's PZA Position: Q1 2026 in Review

SoFi Wealth increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 313% in Q1 2026, buying an estimated $35M and bringing the position to 1,983,286 shares worth $45.6M. The position accounts for 2.2% of the portfolio, ranked #15.

SoFi Wealth first reported a position in PZA in Q3 2025 and has held it in 3 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • SoFi Wealth held 1,983,286 shares of Invesco National AMT-Free Municipal Bond ETF worth $45.6M as of Q1 2026.
  • SoFi Wealth bought 1,502,814 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $35M.
  • Invesco National AMT-Free Municipal Bond ETF made up 2.2% of SoFi Wealth's portfolio in Q1 2026, its #15 holding.
  • SoFi Wealth first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.