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UMB Bank’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

UMB Bank’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 		– Sell
-34,638
Closed -$796K – 2353
2026
Q1 		$796K Hold
34,638
– – 0.01% 394
2025
Q4 		$803K Hold
34,638
– – 0.01% 396
2025
Q3 		$800K Sell
34,638
-898
-3% -$20.1K 0.01% 361
2025
Q2 		$796K Sell
35,536
-32,663
-48% -$735K 0.01% 354
2025
Q1 		$1.57M Sell
68,199
-17,086
-20% -$401K 0.03% 259
2024
Q4 		$2.01M Sell
85,285
-1,050
-1% -$25.1K 0.03% 236
2024
Q3 		$2.08M Sell
86,335
-366
-0.4% -$8.77K 0.03% 235
2024
Q2 		$2.05M Hold
86,701
– – 0.03% 237
2024
Q1 		$2.07M Hold
86,701
– – 0.03% 238
2023
Q4 		$2.1M Buy
86,701
+65,500
+309% +$1.49M 0.03% 240
2023
Q3 		$470K Sell
21,201
-12,444
-37% -$288K 0.01% 414
2023
Q2 		$794K Buy
33,645
+8,928
+36% +$211K 0.01% 362
2023
Q1 		$585K Buy
24,717
+2,230
+10% +$52.5K 0.01% 393
2022
Q4 		$516K Sell
22,487
-13,662
-38% -$309K 0.01% 410
2022
Q3 		$799K Buy
36,149
+30,023
+490% +$705K 0.01% 371
2022
Q2 		$144K Hold
6,126
– – ﹤0.01% 678
2022
Q1 		$153K Hold
6,126
– – ﹤0.01% 697
2021
Q4 		$166K Buy
+6,126
New +$165K ﹤0.01% 700

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

UMB Bank's PZA Position: Q2 2026 in Review

UMB Bank sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026, closing a stake of 34,638 shares — an estimated $796K sold.

UMB Bank first reported a position in PZA in Q4 2021 and held it in 18 quarters. The position peaked at $2.1M in Q4 2023. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • UMB Bank reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UMB Bank sold 34,638 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $796K.
  • UMB Bank first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2021 and held it in 18 quarters.
  • UMB Bank's Invesco National AMT-Free Municipal Bond ETF position peaked at $2.1M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.