Invesco National Amt-Free MuPZAETF
13F holders, Q1 2024 (March 31)197holders
2famous investors
$23.79avg. 13F price*
At the end of Q1 2024, 197 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings. The largest holders were Bank of America Corp. ($947.5M), UBS Group AG ($75.3M) and Cliftonlarsonallen Wealth Advisors, LLC ($52.4M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $79.0M |
| Exits | 27 | $15.6M |
Ownership 197 holders
| Bank of America Corp. | 0.09% | Add +3.3% | 39,759,631 | $947.5M |
| UBS Group AG | 0.02% | Add +15.3% | 3,160,517 | $75.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.19% | New | 2,200,512 | $52.4M |
| Morgan Stanley | 0.00% | Add +2.4% | 2,027,571 | $48.3M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 1,756,048 | $41.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +4.5% | 1,708,986 | $40.7M |
| Trustmark Bank Trust Department | 3.09% | Add +9.4% | 1,589,389 | $37.9M |
| Ameriprise Financial Inc. | 0.01% | Add +16.6% | 1,549,480 | $36.9M |
| LPL Financial LLC | 0.02% | Add +12.8% | 1,495,870 | $35.6M |
| Ocean Park Asset Management, LLC | 1.43% | No change | 1,273,100 | $30.3M |
| EP Wealth Advisors, LLC | 0.35% | Add +2.5% | 1,265,248 | $30.2M |
| Bank of New York Mellon Corp | 0.00% | Add +15.7% | 1,011,344 | $24.1M |
| CX Institutional | 1.01% | Add +16.4% | 876,661 | $20.9M |
| 1900 Wealth Management LLC | 1.85% | Add +7.7% | 852,161 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -38.1% | 774,620 | $18.5M |
| Goodman Advisory Group, LLC | 5.75% | Reduce -22.9% | 760,321 | $18.1M |
| Stifel Financial Corp. | 0.02% | Reduce -0.9% | 720,524 | $17.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -26.9% | 613,712 | $14.6M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +570.3% | 584,296 | $13.9M |
| Comerica Bank | 0.05% | Add +16.3% | 521,466 | $12.4M |
| Jane Street Group, LLC | 0.02% | New | 498,043 | $11.9M |
| Parcion Private Wealth LLC | 1.02% | Add +47.5% | 488,655 | $11.6M |
| Cetera Investment Advisers | 0.03% | Add +122.0% | 481,023 | $11.5M |
| Allworth Financial LP | 0.08% | Reduce -3.7% | 478,946 | $11.4M |
| Composition Wealth, LLC | 0.27% | Add +55.6% | 455,253 | $10.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -25.1% | 363,476 | $8.7M |
| Confluence Investment Management LLC | 0.12% | Reduce -0.8% | 361,255 | $8.6M |
| Anderson Hoagland & Co. | 0.93% | Add +0.5% | 354,083 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +2.8% | 345,735 | $8.2M |
| Assetmark, Inc. | 0.03% | Add +12.1% | 337,494 | $8.0M |
| First Foundation Advisors | 0.31% | Add +117.9% | 327,428 | $7.8M |
| US Bancorp \de | 0.01% | Add +18.1% | 325,363 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +25.2% | 304,302 | $7.3M |
| Traphagen Investment Advisors LLC | 0.75% | Reduce -31.7% | 295,998 | $7.1M |
| McAdam, LLC | 0.45% | Reduce -5.3% | 293,982 | $7.0M |
| Raymond James & Associates | 0.00% | Add +6.7% | 285,029 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 277,154 | $6.6M |
| Proquility Private Wealth Partners, LLC | 2.18% | Add +108.5% | 267,314 | $6.4M |
| Renaissance Technologies | 0.01% | Add +46.9% | 264,671 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.34% | Add +18.3% | 261,750 | $6.2M |
| Stewardship Advisors, LLC | 2.07% | New | 254,118 | $6.1M |
| IHT Wealth Management, LLC | 0.23% | Add +3.5% | 241,073 | $5.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +31.8% | 226,851 | $5.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -21.8% | 198,760 | $4.7M |
| Aveo Capital Partners, LLC | 0.50% | Reduce -4.4% | 195,277 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.0% | 189,516 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +403.9% | 155,703 | $3.7M |
| Tortoise Investment Management, LLC | 0.43% | Add +1.6% | 147,395 | $3.5M |
| SteelPeak Wealth, LLC | 0.17% | Add +50.8% | 140,617 | $3.4M |
| First Heartland Consultants, Inc. | 0.31% | Add +4.0% | 125,168 | $3.0M |
| Avidian Wealth Enterprises, LLC | 0.14% | Add +61.7% | 112,428 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.1% | 104,430 | $2.5M |
| Advisory Services Network, LLC | 0.05% | Reduce -0.8% | 103,003 | $2.5M |
| Lebenthal Global Advisors, LLC | 0.52% | Reduce -0.6% | 97,732 | $2.3M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -1.6% | 86,751 | $2.1M |
| UMB Bank, n.a. | 0.03% | No change | 86,701 | $2.1M |
| Spire Wealth Management | 0.03% | Reduce -0.5% | 72,026 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.7% | 67,456 | $1.6M |
| Kowal Investment Group, LLC | 0.34% | Reduce -3.1% | 66,309 | $1.6M |
| Waverly Advisors, LLC | 0.04% | New | 65,571 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +14.5% | 62,319 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -0.2% | 61,661 | $1.5M |
| Collaborative Wealth Managment Inc. | 0.72% | Add +13.5% | 60,246 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +192.8% | 56,048 | $1.3M |
| Econ Financial Services Corp | 0.82% | Add +154.3% | 55,171 | $1.3M |
| Leeward Financial Partners, LLC | 0.55% | Add +18.6% | 54,859 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +21.3% | 52,546 | $1.3M |
| TD Private Client Wealth LLC | 0.04% | Add +9.5% | 50,177 | $1.2M |
| Fiduciary Trust Co | 0.02% | No change | 50,000 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.5% | 49,272 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +15.1% | 47,979 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.8% | 47,136 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.31% | Add +11.2% | 47,115 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +85.3% | 46,597 | $1.1M |
| Flynn Zito Capital Management, LLC | 0.56% | Add +15.3% | 45,374 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 42,638 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +0.0% | 41,430 | $977K |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.7% | 40,509 | $965K |
| FOCUS Wealth Advisors, LLC | 0.48% | Add +79.5% | 37,859 | $902K |
| ProVise Management Group, LLC | 0.08% | Add +1.0% | 37,287 | $889K |
| PFW Advisors LLC | 0.27% | Reduce -2.9% | 36,447 | $869K |
| Advisory Alpha, LLC | 0.03% | Reduce -35.4% | 35,484 | $846K |
| Corient Private Wealth LP | 0.00% | Add +18.9% | 34,551 | $823K |
| MIdWestOne Financial Group, Inc. | 0.14% | New | 33,000 | $786K |
| Petix & Botte Co | 0.19% | Reduce -50.0% | 31,726 | $756K |
| Northeast Financial Group, Inc. | 0.33% | Add +6.0% | 31,060 | $740K |
| Raymond James Trust N.A. | 0.02% | Add +37.9% | 30,372 | $724K |
| Tyche Wealth Partners LLC | 0.18% | Add +0.8% | 30,282 | $722K |
| Mma Asset Management LLC | 0.33% | Add +15.7% | 29,843 | $708K |
| Citadel Advisors | 0.00% | New | 28,918 | $689K |
| Ausdal Financial Partners, Inc. | 0.08% | Add +0.1% | 28,229 | $673K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.0% | 26,366 | $628K |
| Running Point Capital Advisors, LLC | 0.27% | No change | 25,257 | $602K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -8.7% | 24,349 | $580K |
| Creative Planning | 0.00% | Reduce -29.3% | 23,871 | $569K |
| Principal Securities, Inc. | 0.02% | Reduce -2.1% | 23,863 | $569K |
| Captrust Financial Advisors | 0.00% | Add +30.9% | 23,825 | $568K |
| Townsquare Capital LLC | 0.01% | Add +0.8% | 23,395 | $558K |
| Mascoma Wealth Management LLC | 0.16% | Reduce -32.2% | 23,140 | $551K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.5% | 22,731 | $542K |
| NewSquare Capital LLC | 0.05% | Reduce -7.1% | 22,619 | $539K |
| Wiser Advisor Group LLC | 0.82% | No change | 21,930 | $523K |
| First Affirmative Financial Network | 0.38% | Add +1.1% | 21,565 | $514K |
| Belpointe Asset Management LLC | 0.04% | No change | 21,156 | $504K |
| Sowell Financial Services LLC | 0.02% | Add +22.5% | 20,835 | $497K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Add +36.0% | 20,755 | $495K |
| Commerce Bank | 0.00% | Reduce -9.6% | 20,570 | $490K |
| IFG Advisory, LLC | 0.04% | Add +36.4% | 20,302 | $484K |
| Vantage Financial Partners, LLC | 0.13% | Add +0.5% | 20,021 | $477K |
| BCGM Wealth Management, LLC | 0.17% | Add +3.7% | 19,797 | $472K |
| Main Street Financial Solutions, LLC | 0.05% | New | 19,720 | $470K |
| Bernardo Wealth Planning LLC | 0.13% | New | 19,304 | $460K |
| Advisory Resource Group | 0.11% | Reduce -2.2% | 19,268 | $459K |
| Procyon Advisors, LLC | 0.04% | Add +0.1% | 19,032 | $454K |
| First United Bank & Trust | 0.17% | Reduce -10.7% | 18,765 | $447K |
| Vectors Research Management, LLC | 0.12% | New | 17,948 | $428K |
| Courier Capital LLC | 0.03% | New | 17,948 | $428K |
| Rede Wealth, LLC | 0.18% | Reduce -5.5% | 17,733 | $423K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.3% | 17,033 | $406K |
| James J. Burns & Company, LLC | 0.14% | Reduce -30.6% | 17,048 | $403K |
| Steward Partners Investment Solutions, LLC | 0.07% | New | 16,686 | $398K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $396K |
| Francis Financial, Inc. | 0.13% | New | 16,438 | $392K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 15,985 | $381K |
| Ally Invest Advisors Inc. | 0.04% | Add +8.7% | 15,449 | $368K |
| NewEdge Wealth, LLC | 0.01% | New | 15,189 | $357K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -7.4% | 14,950 | $356K |
| Asset Management Group, Inc. | 0.05% | Add +0.8% | 14,587 | $348K |
| Veltria Advisors Corp. | 0.09% | Reduce -38.6% | 14,391 | $343K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +80.1% | 15,196 | $337K |
| Tempus Wealth Planning, LLC | 0.14% | No change | 13,435 | $320K |
| Werba Rubin Papier Wealth Management | 0.09% | New | 13,274 | $316K |
| Creative Financial Designs Inc. | 0.03% | Add +0.8% | 13,189 | $314K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.6% | 13,131 | $313K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -22.9% | 13,044 | $311K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -11.4% | 12,548 | $299K |
| Addison Advisors LLC | 0.10% | No change | 11,605 | $277K |
| Interactive Financial Advisors, Inc. | 0.15% | Add +989.2% | 11,578 | $276K |
| Passumpsic Savings Bank | 0.18% | — | 11,565 | $276K |
| Pineridge Advisors LLC | 0.10% | Reduce -1.1% | 11,506 | $274K |
| Warner Financial, Inc. | 0.14% | No change | 11,336 | $270K |
| Northern Trust Corp. | 0.00% | Reduce -9.3% | 10,988 | $262K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.4% | 10,943 | $261K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -6.8% | 10,922 | $260K |
| Harbour Investments, Inc. | 0.01% | Add +70.2% | 10,687 | $255K |
| Alaska Wealth Advisors, LLC | 0.04% | Add +14.2% | 10,603 | $253K |
| Sigma Planning Corp | 0.01% | New | 10,479 | $250K |
| CAP Partners, LLC | 0.22% | Add +1.2% | 10,286 | $245K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 10,139 | $242K |
| Daymark Wealth Partners, LLC | 0.01% | New | 9,990 | $238K |
| American Institute for Advanced Investment Management, LLP | 0.18% | No change | 9,545 | $227K |
| Financial Counselors Inc. | 0.00% | New | 9,311 | $222K |
| Old Mission Capital LLC | 0.01% | New | 9,034 | $215K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -23.5% | 8,961 | $214K |
| Barnes Pettey Financial Advisors, LLC | 0.18% | No change | 8,890 | $212K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +46.0% | 8,906 | $208K |
| Global Retirement Partners, LLC | 0.01% | Reduce -25.8% | 8,647 | $206K |
| First Trust Advisors LP | 0.00% | New | 8,507 | $203K |
| Evercore Wealth Management, LLC | 0.00% | No change | 8,393 | $200K |
| Richardson Financial Services Inc. | 0.13% | Add +28.1% | 7,809 | $186K |
| Winthrop Capital Management, LLC | 0.08% | No change | 7,712 | $184K |
| Ancora Advisors LLC | 0.00% | No change | 7,382 | $176K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 6,331 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.0% | 6,038 | $144K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.1% | 138,135 | $138K |
| Avior Wealth Management, LLC | 0.01% | Add +5664.0% | 5,764 | $135K |
| Goodwin Investment Advisory | 0.06% | New | 5,311 | $127K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,646 | $87K |
| Parkside Financial Bank & Trust | 0.01% | No change | 3,500 | $83K |
| First Personal Financial Services | 0.01% | Reduce -35.1% | 2,550 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,373 | $57K |
| FMR LLC | 0.00% | Add +216.4% | 2,205 | $53K |
| Private Trust Co. NA | 0.01% | Add +46.2% | 2,034 | $48K |
| Cwm, LLC | 0.00% | Reduce -66.7% | 1,940 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,676 | $40K |
| LGT Financial Advisors LLC | 0.04% | Add +0.7% | 1,499 | $36K |
| IFP Advisors, Inc | 0.00% | Reduce -3.7% | 1,300 | $31K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,162 | $28K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,115 | $27K |
| PSI Advisors, LLC | 0.01% | Add +0.7% | 1,031 | $25K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $24K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $24K |
| CoreCap Advisors, LLC | 0.00% | New | 941 | $22K |
| Founders Financial Alliance, LLC | 0.01% | Add +38.4% | 904 | $22K |
| Blair William & Co. | 0.00% | No change | 820 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 700 | $17K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.6% | 474 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 374 | $9K |
| Citigroup Inc. | 0.00% | No change | 300 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 281 | $7K |
| Versant Capital Management, Inc | 0.00% | New | 258 | $6K |
| Arax Advisory Partners | 0.00% | No change | 236 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 200 | $5K |
| Kelly Financial Services LLC | 0.00% | No change | 196 | $5K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 102 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 6 | $143 |
"% 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.