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
Q2 		$52.5M Sell
2,232,045
-1,892,583
-46% -$44.1M 0.01% 649
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 $1.55T 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

UBS AM's PZA Position: Q2 2026 in Review

UBS AM reduced its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 46% in Q2 2026, selling an estimated $44.1M and leaving 2,232,045 shares worth $52.5M. The position accounts for 0.01% of the portfolio, ranked #649.

UBS AM first reported a position in PZA in Q4 2016 and has held it in 15 quarters since. The position peaked at $94.8M in Q1 2026. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • UBS AM held 2,232,045 shares of Invesco National AMT-Free Municipal Bond ETF worth $52.5M as of Q2 2026.
  • UBS AM sold 1,892,583 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $44.1M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.01% of UBS AM's portfolio in Q2 2026, its #649 holding.
  • UBS AM first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 15 quarters since.
  • UBS AM's Invesco National AMT-Free Municipal Bond ETF position peaked at $94.8M in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.