Invesco National Amt-Free MuPZAETF
13F holders, Q2 2026 (June 30)324holders +30
48new positions
15sold out
2famous investors
$23.52avg. 13F price*
At the end of Q2 2026, 324 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 30 from Q1 2026. 48 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($1.4B), UBS Group AG ($575.4M) and Ameriprise Financial Inc. ($172.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco National Amt-Free Mu
- CUSIP
- 46138E537
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $39.1M |
| Exits | 15 | $21.3M |
All 13F filers, Q1 2026 → Q2 2026: 19,467,334 shares bought and 3,977,926 shares sold, net +15,489,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| Bank of America Corp. | 0.09% | Add +6.0% | 58,451,257 | $1.4B |
| UBS Group AG | 0.09% | Add +13.6% | 24,464,378 | $575.4M |
| Ameriprise Financial Inc. | 0.04% | Add +1.3% | 7,347,183 | $172.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +9.4% | 5,299,957 | $124.7M |
| Jupiter Topco LLC | 0.04% | — | 4,466,587 | $105.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.33% | Reduce -1.8% | 4,286,823 | $100.8M |
| LPL Financial LLC | 0.02% | Add +27.3% | 4,047,709 | $95.2M |
| Bank of New York Mellon Corp | 0.01% | Add +18.7% | 3,254,424 | $76.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.9% | 2,754,322 | $64.8M |
| EP Wealth Advisors, LLC | 0.21% | Add +29.9% | 2,348,353 | $55.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -45.9% | 2,232,045 | $52.5M |
| Sofi Wealth, LLC | 2.04% | Add +8.8% | 2,158,881 | $50.8M |
| Morgan Stanley | 0.00% | Add +0.0% | 2,134,264 | $50.2M |
| Wells Fargo & Company | 0.01% | Add +24.1% | 1,948,074 | $45.8M |
| Arax Advisory Partners | 0.28% | Add +132106.0% | 1,813,866 | $42.7M |
| Vestmark Advisory Solutions, Inc. | 0.39% | Add +575.3% | 1,759,425 | $41.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.6% | 1,591,479 | $37.4M |
| Cetera Investment Advisers | 0.03% | Add +7.3% | 1,262,470 | $29.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.1% | 1,103,426 | $26.0M |
| Stifel Financial Corp. | 0.02% | Reduce -0.7% | 1,028,053 | $24.2M |
| Sanctuary Advisors, LLC | 0.11% | Add +35.4% | 992,255 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Add +36.0% | 910,834 | $21.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.51% | Add +10.0% | 808,140 | $19.0M |
| Composition Wealth, LLC | 0.22% | Add +13.7% | 785,536 | $18.5M |
| NewEdge Advisors, LLC | 0.05% | Add +16.0% | 724,358 | $17.0M |
| Royal Bank of Canada | 0.00% | Add +25.8% | 679,603 | $16.0M |
| Shepherd Financial Partners LLC | 1.29% | Add +56.9% | 665,927 | $15.7M |
| Osaic Holdings, Inc. | 0.02% | Add +34.1% | 550,259 | $12.9M |
| Assetmark, Inc. | 0.02% | Reduce -0.1% | 539,236 | $12.7M |
| Allworth Financial LP | 0.05% | Add +0.6% | 534,858 | $12.6M |
| West Wealth Group, LLC | 1.98% | Add +16.1% | 514,231 | $12.1M |
| Avidian Wealth Enterprises, LLC | 0.31% | Reduce -0.9% | 480,354 | $11.3M |
| IHT Wealth Management, LLC | 0.23% | Add +7.2% | 457,954 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +21.5% | 455,386 | $10.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.5% | 421,360 | $9.9M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 408,126 | $9.6M |
| Ascent Group, LLC | 0.29% | Add +6.2% | 407,832 | $9.6M |
| Archer Investment Management, LLC | 3.12% | Add +49.8% | 388,496 | $9.1M |
| Vise Technologies, Inc. | 0.10% | Add +471.8% | 386,729 | $9.1M |
| Integrated Wealth Concepts LLC | 0.06% | Add +46.5% | 381,848 | $9.0M |
| Perennial Investment Advisors, LLC | 0.59% | Add +148.2% | 377,487 | $8.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 366,814 | $8.6M |
| Citadel Advisors | 0.00% | Add +388.4% | 359,713 | $8.5M |
| Fifth Third Bancorp | 0.01% | Add +17.4% | 342,485 | $8.1M |
| Renaissance Technologies | 0.01% | Add +401.2% | 322,300 | $7.6M |
| Jane Street Group, LLC | 0.00% | Reduce -50.3% | 319,367 | $7.5M |
| Park Avenue Securities LLC | 0.05% | Add +23.8% | 318,528 | $7.5M |
| AE Wealth Management LLC | 0.03% | Add +40.2% | 317,983 | $7.5M |
| Stewardship Advisors, LLC | 1.54% | Add +31.1% | 315,505 | $7.4M |
| US Bancorp \de | 0.01% | Add +1.0% | 303,040 | $7.1M |
| Perigon Wealth Management, LLC | 0.11% | Add +14.7% | 288,905 | $6.8M |
| Tortoise Investment Management, LLC | 0.47% | Reduce -0.9% | 265,440 | $6.2M |
| Simon Quick Advisors, LLC | 0.24% | No change | 257,730 | $6.1M |
| Savant Capital, LLC | 0.02% | New | 260,254 | $6.0M |
| Seeds Investor LLC | 0.61% | Add +5.9% | 251,214 | $5.9M |
| Robinson Capital Management, LLC | 2.57% | New | 244,351 | $5.7M |
| Golden State Wealth Management, LLC | 0.52% | Add +8532.3% | 240,582 | $5.7M |
| Goodman Advisory Group, LLC | 1.21% | Reduce -8.2% | 224,404 | $5.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +35.1% | 223,380 | $5.3M |
| Traphagen Investment Advisors LLC | 0.37% | Add +0.7% | 219,917 | $5.2M |
| Synergy Investment Management, LLC | 1.23% | Add +49.7% | 216,174 | $5.1M |
| Trustmark Bank Trust Department | 0.29% | Reduce -2.4% | 208,864 | $4.9M |
| Petix & Botte Co | 0.98% | Add +118.8% | 206,208 | $4.9M |
| Mgo One Seven LLC | 0.08% | Add +25.0% | 200,311 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.5% | 195,005 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +7.4% | 194,307 | $4.6M |
| Confluence Investment Management LLC | 0.07% | Reduce -7.7% | 192,712 | $4.5M |
| 1900 Wealth Management LLC | 0.25% | Reduce -5.5% | 191,594 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.7% | 191,575 | $4.5M |
| Skyline Advisors, Inc. | 1.39% | Add +453.7% | 188,506 | $4.4M |
| Quadrant Private Wealth Management, LLC | 0.99% | Add +4.9% | 188,024 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +31.9% | 185,581 | $4.4M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +3.0% | 183,859 | $4.3M |
| Entrust Financial LLC | 2.76% | Add +6.8% | 180,893 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.03% | Reduce -7.8% | 180,536 | $4.2M |
| Ashton Thomas Securities, LLC | 0.63% | Add +4.6% | 179,806 | $4.2M |
| Connecticut Capital Management Group, LLC | 3.31% | Add +4.0% | 174,723 | $4.1M |
| Quadrature Capital Ltd | 0.03% | New | 170,490 | $4.0M |
| Garden State Investment Advisory Services LLC | 0.78% | Add +183.5% | 169,510 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +46.8% | 157,372 | $3.7M |
| Clark Capital Management Group, Inc. | 0.02% | Add +0.3% | 153,729 | $3.6M |
| McAdam, LLC | 0.13% | Reduce -7.5% | 145,301 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +4.5% | 141,343 | $3.3M |
| Principal Securities, Inc. | 0.04% | Add +6.8% | 129,563 | $3.0M |
| Keystone Financial Group | 0.18% | Add +1.3% | 128,165 | $3.0M |
| Ocean Park Asset Management, LLC | 0.14% | New | 123,100 | $2.9M |
| Choreo, LLC | 0.03% | Reduce 0.0% | 118,538 | $2.8M |
| ShoreHaven Wealth Partners, LLC | 0.82% | Add +6.8% | 110,405 | $2.6M |
| Strategies Wealth Advisors, LLC | 0.22% | Add +900.6% | 106,829 | $2.5M |
| Financial Life Advisors | 0.69% | Add +495.4% | 103,740 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.9% | 102,422 | $2.4M |
| Meadowbrook Advisors Group, LLC | 1.23% | Reduce -16.9% | 97,682 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Add +2.0% | 97,154 | $2.3M |
| Collaborative Wealth Managment Inc. | 0.95% | Add +24.4% | 96,093 | $2.3M |
| Leeward Financial Partners, LLC | 0.59% | Reduce -0.3% | 95,441 | $2.2M |
| Elequin Capital, LP | 0.38% | Add +44.0% | 94,637 | $2.2M |
| Rochester Wealth Strategies, LLC | 1.23% | Reduce -6.9% | 94,257 | $2.2M |
| Atria Investments, Inc | 0.02% | Add +0.6% | 91,101 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +15.2% | 90,879 | $2.1M |
| Waverly Advisors, LLC | 0.01% | Add +1.3% | 86,911 | $2.0M |
"% of holder's portfolio" is PZA's weight in each manager's 13F, not the share of Invesco National Amt-Free Mu the manager owns.