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

UBS Group’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
2015
Q1 		– Sell
-5,000
Closed -$127K – 9251
2014
Q4 		$127K Buy
+5,000
New +$126K ﹤0.01% 5462

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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 Group's PZA Position: Q1 2026 in Review

UBS Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1,039% in Q1 2026, buying an estimated $457M and bringing the position to 21,527,448 shares worth $495M. The position accounts for 0.07% of the portfolio, ranked #271.

UBS Group first reported a position in PZA in Q4 2014 and has held it in 46 quarters since. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

  • UBS Group held 21,527,448 shares of Invesco National AMT-Free Municipal Bond ETF worth $495M as of Q1 2026.
  • UBS Group bought 19,637,061 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $457M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.07% of UBS Group's portfolio in Q1 2026, its #271 holding.
  • UBS Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and has held it in 46 quarters since.
  • 294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.