UBS AM
PZA icon

UBS AM’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

UBS AM’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 		$94.8M Buy
4,124,628
+3,048,038
+283% +$70.9M 0.02% 522
2025
Q4 		$25M Buy
+1,076,590
New +$25M 0.01% 778
2019
Q4 		– Sell
-1,767,747
Closed -$46.9M – 2752
2019
Q3 		$46.9M Buy
1,767,747
+157,501
+10% +$4.17M 0.03% 528
2019
Q2 		$42.1M Buy
1,610,246
+312,924
+24% +$8.1M 0.03% 577
2019
Q1 		$33.3M Buy
1,297,322
+57,079
+5% +$1.44M 0.02% 605
2018
Q4 		$31M Sell
1,240,243
-163,813
-12% -$4.04M 0.03% 601
2018
Q3 		$34.8M Buy
1,404,056
+54,938
+4% +$1.38M 0.03% 613
2018
Q2 		$33.9M Sell
1,349,118
-23,355
-2% -$586K 0.03% 630
2018
Q1 		$34.5M Buy
1,372,473
+178,699
+15% +$4.52M 0.03% 617
2017
Q4 		$30.8M Sell
1,193,774
-15,102
-1% -$387K 0.03% 617
2017
Q3 		$30.9M Buy
1,208,876
+124,622
+11% +$3.19M 0.03% 596
2017
Q2 		$27.6M Sell
1,084,254
-10,923
-1% -$277K 0.03% 622
2017
Q1 		$27.4M Buy
1,095,177
+1,054,584
+2,598% +$26.4M 0.03% 603
2016
Q4 		$1.01M Buy
+40,593
New +$1.02M ﹤0.01% 1551
2016
Q3 		– Hold
0
– – – 891
2016
Q2 		– Hold
0
– – – 893
2016
Q1 		– Hold
0
– – – 870
2015
Q4 		– Hold
0
– – – 1470
2015
Q3 		– Hold
0
– – – 1370
2015
Q2 		– Hold
0
– – – 1068
2015
Q1 		– Hold
0
– – – 883
2014
Q4 		– Hold
0
– – – 875
2014
Q3 		– Hold
0
– – – 872
2014
Q2 		– Hold
0
– – – 899
2014
Q1 		– Hold
0
– – – 899
2013
Q4 		– Hold
0
– – – 883
2013
Q3 		– Hold
0
– – – 1174

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM's PZA Position: Q1 2026 in Review

UBS AM increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 283% in Q1 2026, buying an estimated $70.9M and bringing the position to 4,124,628 shares worth $94.8M. The position accounts for 0.02% of the portfolio, ranked #522.

UBS AM first reported a position in PZA in Q4 2016 and has held it in 14 quarters since. 293 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • UBS AM held 4,124,628 shares of Invesco National AMT-Free Municipal Bond ETF worth $94.8M as of Q1 2026.
  • UBS AM bought 3,048,038 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $70.9M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.02% of UBS AM's portfolio in Q1 2026, its #522 holding.
  • UBS AM first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 14 quarters since.
  • 293 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.