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 $1.55T AUM 33.47% 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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

UBS Group's PZA Position: Q2 2026 in Review

UBS Group increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 14% in Q2 2026, buying an estimated $68.4M and bringing the position to 24,464,378 shares worth $575M. The position accounts for 0.07% of the portfolio, ranked #255.

UBS Group first reported a position in PZA in Q4 2014 and has held it in 47 quarters since. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • UBS Group held 24,464,378 shares of Invesco National AMT-Free Municipal Bond ETF worth $575M as of Q2 2026.
  • UBS Group bought 2,936,930 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $68.4M.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.07% of UBS Group's portfolio in Q2 2026, its #255 holding.
  • UBS Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

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