SSA Swiss Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

SSA Swiss Advisors’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	$1.65M	Buy	71,781 +5,011	+8%	+$117K	0.77%	51
2025 Q4	$1.55M	Sell	66,770 -2,811	-4%	-$65.4K	0.72%	50
2025 Q3	$1.61M	Buy	69,581 +1,011	+1%	+$22.7K	0.75%	49
2025 Q2	$1.51M	Sell	68,570 -1,011	-1%	-$22.7K	0.73%	51
2025 Q1	$1.6M	Buy	+69,581	New	+$1.63M	0.82%	49

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SSA Swiss Advisors's PZA Position: Q1 2026 in Review

SSA Swiss Advisors increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.5% in Q1 2026, buying an estimated $117K and bringing the position to 71,781 shares worth $1.65M. The position accounts for 0.77% of the portfolio, ranked #51.

SSA Swiss Advisors first reported a position in PZA in Q1 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

SSA Swiss Advisors held 71,781 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.65M as of Q1 2026.
SSA Swiss Advisors bought 5,011 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $117K.
Invesco National AMT-Free Municipal Bond ETF made up 0.77% of SSA Swiss Advisors's portfolio in Q1 2026, its #51 holding.
SSA Swiss Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2025 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.