Truist Financial
PZA icon

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

Truist 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 		$4.57M Buy
194,307
+13,340
+7% +$311K 0.01% 964
2026
Q1 		$4.16M Buy
180,967
+24,189
+15% +$563K 0.01% 939
2025
Q4 		$3.64M Buy
156,778
+4,578
+3% +$107K ﹤0.01% 992
2025
Q3 		$3.51M Sell
152,200
-299,362
-66% -$6.71M ﹤0.01% 1057
2025
Q2 		$10.1M Sell
451,562
-3,658
-0.8% -$82.3K 0.01% 578
2025
Q1 		$10.5M Sell
455,220
-8,124
-2% -$191K 0.02% 548
2024
Q4 		$10.9M Buy
463,344
+95,958
+26% +$2.29M 0.02% 549
2024
Q3 		$8.87M Buy
367,386
+10,414
+3% +$249K 0.01% 626
2024
Q2 		$8.45M Buy
356,972
+201,269
+129% +$4.76M 0.01% 659
2024
Q1 		$3.71M Buy
155,703
+124,801
+404% +$2.99M 0.01% 997
2023
Q4 		$747K Buy
30,902
+14,036
+83% +$320K ﹤0.01% 1755
2023
Q3 		$374K Sell
16,866
-23,161
-58% -$537K ﹤0.01% 2090
2023
Q2 		$945K Buy
+40,027
New +$944K ﹤0.01% 1606
2023
Q1 		– Sell
-87,560
Closed -$2.01M – 2658
2022
Q4 		$2.01M Sell
87,560
-19,007
-18% -$431K ﹤0.01% 1206
2022
Q3 		$2.35M Buy
106,567
+53,475
+101% +$1.26M ﹤0.01% 1087
2022
Q2 		$1.25M Buy
53,092
+40,508
+322% +$962K ﹤0.01% 1440
2022
Q1 		$313K Sell
12,584
-22,603
-64% -$588K ﹤0.01% 2291
2021
Q4 		$954K Buy
35,187
+309
+0.9% +$8.33K ﹤0.01% 1659
2021
Q3 		$937K Buy
34,878
+662
+2% +$18.1K ﹤0.01% 1649
2021
Q2 		$933K Sell
34,216
-4,541
-12% -$123K ﹤0.01% 1691
2021
Q1 		$1.04M Sell
38,757
-1,966
-5% -$53K ﹤0.01% 1575
2020
Q4 		$1.1M Sell
40,723
-2,003
-5% -$53.6K ﹤0.01% 1423
2020
Q3 		$1.14M Buy
42,726
+6,397
+18% +$172K ﹤0.01% 1314
2020
Q2 		$965K Sell
36,329
-10,817
-23% -$282K ﹤0.01% 1314
2020
Q1 		$1.22M Buy
47,146
+9,536
+25% +$252K ﹤0.01% 1182
2019
Q4 		$996K Buy
+37,610
New +$995K ﹤0.01% 1436

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

Truist Financial's PZA Position: Q2 2026 in Review

Truist Financial increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 7.4% in Q2 2026, buying an estimated $311K and bringing the position to 194,307 shares worth $4.57M. The position accounts for 0.01% of the portfolio, ranked #964.

Truist Financial first reported a position in PZA in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.9M in Q4 2024. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Truist Financial held 194,307 shares of Invesco National AMT-Free Municipal Bond ETF worth $4.57M as of Q2 2026.
  • Truist Financial bought 13,340 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $311K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #964 holding.
  • Truist Financial first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Truist Financial's Invesco National AMT-Free Municipal Bond ETF position peaked at $10.9M in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.