TRCT
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Tower Research Capital (TRC)’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Tower Research Capital (TRC)’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 		$1.33M Buy
+56,711
New +$1.32M 0.03% 491
2026
Q1 		– Sell
-58,770
Closed -$1.36M – 5474
2025
Q4 		$1.36M Buy
58,770
+58,700
+83,857% +$1.37M 0.03% 441
2025
Q3 		$1.62K Buy
70
+67
+2,233% +$1.5K ﹤0.01% 4751
2025
Q2 		$67 Sell
3
-15
-83% -$337 ﹤0.01% 5174
2025
Q1 		$415 Sell
18
-19
-51% -$446 ﹤0.01% 4899
2024
Q4 		$874 Buy
+37
New +$884 ﹤0.01% 5144
2024
Q2 		– Sell
-200
Closed -$4.77K – 5947
2024
Q1 		$4.77K Hold
200
– – ﹤0.01% 4631
2023
Q4 		$4.84K Buy
+200
New +$4.56K ﹤0.01% 4908
2023
Q3 		– Sell
-8
Closed -$189 – 6174
2023
Q2 		$189 Sell
8
-84
-91% -$1.98K ﹤0.01% 5750
2023
Q1 		$2K Buy
+92
New +$2.16K ﹤0.01% 5389
2022
Q4 		– Sell
-34
Closed -$1K – 6268
2022
Q3 		$1K Buy
+34
New +$798 ﹤0.01% 5824
2022
Q1 		– Sell
-1
Closed – – 6465
2021
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 6483
2014
Q1 		– Sell
-1,500
Closed -$34K – 4827
2013
Q4 		$34K Buy
+1,500
New +$34.6K 0.01% 1752

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

Tower Research Capital (TRC)'s PZA Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 56,711 shares worth $1.33M. The stake represents 0.03% of the portfolio and ranks #491 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in PZA as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in PZA in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2025. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Tower Research Capital (TRC) held 56,711 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.33M as of Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #491 holding.
  • Tower Research Capital (TRC) first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2013 and has held it in 13 quarters since.
  • Tower Research Capital (TRC)'s Invesco National AMT-Free Municipal Bond ETF position peaked at $1.36M in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.