William Blair & Company
PZA icon

William Blair & Company’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

William Blair & Company’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 		$92.2K Buy
3,920
+922
+31% +$21.5K ﹤0.01% 1695
2026
Q1 		$68.9K Buy
2,998
+940
+46% +$21.9K ﹤0.01% 1652
2025
Q4 		$47.7K Buy
2,058
+572
+38% +$13.3K ﹤0.01% 1661
2025
Q3 		$34.3K Buy
1,486
+1,320
+795% +$29.6K ﹤0.01% 1680
2025
Q2 		$3.72K Buy
+166
New +$3.73K ﹤0.01% 1780
2024
Q2 		– Sell
-820
Closed -$19.5K – 1871
2024
Q1 		$19.5K Hold
820
– – ﹤0.01% 1682
2023
Q4 		$19.8K Hold
820
– – ﹤0.01% 1663
2023
Q3 		$18.2K Buy
+820
New +$19K ﹤0.01% 1684
2022
Q4 		– Sell
-377
Closed -$8K – 1866
2022
Q3 		$8K Hold
377
– – ﹤0.01% 1750
2022
Q2 		$9K Sell
377
-18,000
-98% -$428K ﹤0.01% 1778
2022
Q1 		$458K Sell
18,377
-12,000
-40% -$312K ﹤0.01% 1189
2021
Q4 		$824K Sell
30,377
-251
-0.8% -$6.77K ﹤0.01% 1027
2021
Q3 		$823K Sell
30,628
-43
-0.1% -$1.17K ﹤0.01% 995
2021
Q2 		$836K Hold
30,671
– – ﹤0.01% 973
2021
Q1 		$821K Buy
30,671
+43
+0.1% +$1.16K ﹤0.01% 962
2020
Q4 		$830K Sell
30,628
-1,259
-4% -$33.7K ﹤0.01% 922
2020
Q3 		$849K Hold
31,887
– – ﹤0.01% 802
2020
Q2 		$847K Buy
31,887
+30,921
+3,201% +$806K ﹤0.01% 769
2020
Q1 		$25K Hold
966
– – ﹤0.01% 1459
2019
Q4 		$26K Hold
966
– – ﹤0.01% 1550
2019
Q3 		$26K Hold
966
– – ﹤0.01% 1520
2019
Q2 		$25K Hold
966
– – ﹤0.01% 1563
2019
Q1 		$25K Hold
966
– – ﹤0.01% 1539
2018
Q4 		$24K Hold
966
– – ﹤0.01% 1465
2018
Q3 		$24K Hold
966
– – ﹤0.01% 1517
2018
Q2 		$24K Hold
966
– – ﹤0.01% 1482
2018
Q1 		$24K Buy
+966
New +$24.4K ﹤0.01% 1404

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

William Blair & Company's PZA Position: Q2 2026 in Review

William Blair & Company increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 31% in Q2 2026, buying an estimated $21.5K and bringing the position to 3,920 shares worth $92.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

William Blair & Company first reported a position in PZA in Q1 2018 and has held it in 27 quarters since. The position peaked at $849K in Q3 2020. 323 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

  • William Blair & Company held 3,920 shares of Invesco National AMT-Free Municipal Bond ETF worth $92.2K as of Q2 2026.
  • William Blair & Company bought 922 Invesco National AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $21.5K.
  • Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1695 holding.
  • William Blair & Company first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2018 and has held it in 27 quarters since.
  • William Blair & Company's Invesco National AMT-Free Municipal Bond ETF position peaked at $849K in Q3 2020.
  • 323 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.