Vontobel Holding
PZA icon

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

Vontobel Holding’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 		$209K Hold
8,889
– – ﹤0.01% 1346
2026
Q1 		$204K Buy
8,889
+46
+0.5% +$1.07K ﹤0.01% 1108
2025
Q4 		$205K Hold
8,843
– – ﹤0.01% 1300
2025
Q3 		$204K Sell
8,843
-207
-2% -$4.64K ﹤0.01% 1224
2025
Q2 		$203K Buy
9,050
+239
+3% +$5.38K ﹤0.01% 1170
2025
Q1 		$203K Sell
8,811
-163
-2% -$3.83K ﹤0.01% 1013
2024
Q4 		$212K Buy
+8,974
New +$214K ﹤0.01% 1000
2023
Q3 		– Sell
-8,551
Closed -$202K – 1116
2023
Q2 		$202K Sell
8,551
-575
-6% -$13.6K ﹤0.01% 1009
2023
Q1 		$216K Sell
9,126
-29
-0.3% -$682 ﹤0.01% 967
2022
Q4 		$210K Buy
+9,155
New +$207K ﹤0.01% 983
2022
Q3 		– Sell
-8,680
Closed -$203K – 1091
2022
Q2 		$203K Hold
8,680
– – ﹤0.01% 939
2022
Q1 		$216K Buy
+8,680
New +$226K ﹤0.01% 989
2021
Q4 		– Sell
-8,766
Closed -$235K – 1182
2021
Q3 		$235K Buy
+8,766
New +$239K ﹤0.01% 1000

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

Vontobel Holding's PZA Position: Q2 2026 in Review

Vontobel Holding held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q2 2026 at 8,889 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Vontobel Holding first reported a position in PZA in Q3 2021 and has held it in 13 quarters since. The position peaked at $235K in Q3 2021. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • Vontobel Holding held 8,889 shares of Invesco National AMT-Free Municipal Bond ETF worth $209K as of Q2 2026.
  • Vontobel Holding left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1346 holding.
  • Vontobel Holding first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • Vontobel Holding's Invesco National AMT-Free Municipal Bond ETF position peaked at $235K in Q3 2021.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.