Invesco National Amt-Free MuPZAETF
13F holders, Q2 2025 (June 30)223holders +10
34new positions
22sold out
1famous investor
$22.40avg. 13F price*
At the end of Q2 2025, 223 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 10 from Q1 2025. 34 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($1.0B), Cliftonlarsonallen Wealth Advisors, LLC ($87.2M) and LPL Financial LLC ($54.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $36.7M |
| Exits | 22 | $28.2M |
All 13F filers, Q1 2025 → Q2 2025: 5,071,648 shares bought and 9,402,193 shares sold, net −4,330,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Bank of America Corp. | 0.08% | Reduce -2.8% | 46,488,287 | $1.0B |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.46% | Add +5.3% | 3,896,663 | $87.2M |
| LPL Financial LLC | 0.02% | Add +8.3% | 2,418,267 | $54.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +19.7% | 1,936,261 | $43.4M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 1,907,479 | $42.7M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 1,791,500 | $40.1M |
| Wells Fargo & Company | 0.01% | Reduce -16.5% | 1,773,080 | $39.7M |
| EP Wealth Advisors, LLC | 0.22% | Add +5.2% | 1,527,981 | $34.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +57.3% | 1,426,686 | $31.9M |
| UBS Group AG | 0.01% | Reduce -56.1% | 1,291,550 | $28.9M |
| Jane Street Group, LLC | 0.04% | Reduce -20.3% | 1,016,395 | $22.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -23.3% | 895,745 | $20.0M |
| Composition Wealth, LLC | 0.33% | Add +5.8% | 875,242 | $19.6M |
| Stifel Financial Corp. | 0.02% | Add +4.2% | 796,725 | $17.8M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +6.8% | 740,392 | $16.6M |
| Raymond James Financial Inc. | 0.01% | Add +14.4% | 662,725 | $14.8M |
| Quadrature Capital Ltd | 0.24% | New | 615,447 | $13.8M |
| Osaic Holdings, Inc. | 0.02% | Add +15.3% | 597,461 | $13.4M |
| Cetera Investment Advisers | 0.02% | Add +19.4% | 527,388 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.9% | 507,167 | $11.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.43% | Add +7.9% | 499,706 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.0% | 496,481 | $11.1M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 451,562 | $10.1M |
| Allworth Financial LP | 0.05% | Reduce -3.2% | 440,002 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +207.3% | 422,156 | $9.5M |
| Annex Advisory Services, LLC | 0.22% | Reduce -47.0% | 416,668 | $9.3M |
| MML Investors Services, LLC | 0.03% | Reduce -9.2% | 386,756 | $8.7M |
| Renaissance Technologies | 0.01% | Add +228.1% | 380,300 | $8.5M |
| Assetmark, Inc. | 0.02% | Add +0.7% | 341,671 | $7.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 326,640 | $7.3M |
| Stewardship Advisors, LLC | 1.85% | Add +1.1% | 325,840 | $7.3M |
| US Bancorp \de | 0.01% | Reduce -11.2% | 325,688 | $7.3M |
| Confluence Investment Management LLC | 0.10% | Reduce -2.8% | 317,163 | $7.1M |
| IHT Wealth Management, LLC | 0.19% | Add +13.5% | 314,501 | $7.0M |
| Comerica Bank | 0.03% | Reduce -35.5% | 303,418 | $6.8M |
| Simon Quick Advisors, LLC | 0.33% | New | 293,364 | $6.6M |
| Tortoise Investment Management, LLC | 0.60% | Add +111.8% | 282,105 | $6.3M |
| Trustmark Bank Trust Department | 0.43% | Reduce -26.4% | 279,366 | $6.3M |
| Seeds Investor LLC | 1.46% | Reduce -22.8% | 276,894 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 266,125 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +205.3% | 263,086 | $5.9M |
| Anderson Hoagland & Co. | 0.55% | Reduce -31.4% | 259,342 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.9% | 236,774 | $5.3M |
| McAdam, LLC | 0.26% | Add +9.2% | 212,171 | $4.8M |
| Traphagen Investment Advisors LLC | 0.43% | Reduce -10.6% | 204,441 | $4.6M |
| Petix & Botte Co | 0.89% | Add +18.9% | 161,382 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +79.9% | 142,660 | $3.2M |
| Spire Wealth Management | 0.11% | Add +12.9% | 82,315 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +506.2% | 132,422 | $3.0M |
| SteelPeak Wealth, LLC | 0.11% | Add +6.5% | 123,104 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -9.1% | 122,796 | $2.7M |
| First Foundation Advisors | 0.10% | Reduce -10.3% | 120,992 | $2.7M |
| Dohj, LLC | 0.67% | Add +549.3% | 102,232 | $2.3M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -7.5% | 99,577 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +28.7% | 97,972 | $2.2M |
| TD Private Client Wealth LLC | 0.05% | Add +19.8% | 95,618 | $2.1M |
| Park Avenue Securities LLC | 0.02% | New | 89,095 | $2.0M |
| Keybank National Association | 0.01% | Reduce -15.8% | 88,522 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Reduce -9.3% | 89,381 | $2.0M |
| Rochester Wealth Strategies, LLC | 1.41% | Add +3.1% | 88,082 | $2.0M |
| Clark Capital Management Group, Inc. | 0.01% | New | 87,129 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.9% | 82,932 | $1.9M |
| Collaborative Wealth Managment Inc. | 0.78% | Add +9.9% | 79,982 | $1.8M |
| Northeast Financial Group, Inc. | 0.55% | Add +25.3% | 77,662 | $1.7M |
| Creative Planning | 0.00% | Reduce -42.9% | 77,466 | $1.7M |
| Econ Financial Services Corp | 0.89% | Reduce -12.0% | 76,948 | $1.7M |
| Parcion Private Wealth LLC | 0.12% | Reduce -92.3% | 76,130 | $1.7M |
| Lebenthal Global Advisors, LLC | 0.30% | Add +31.0% | 72,197 | $1.6M |
| Leeward Financial Partners, LLC | 0.50% | Add +8.8% | 70,233 | $1.6M |
| Principal Securities, Inc. | 0.03% | Reduce -22.0% | 68,575 | $1.5M |
| Ssa Swiss Advisors AG | 0.73% | Reduce -1.4% | 68,570 | $1.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.5% | 64,899 | $1.5M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 64,634 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +22.8% | 59,839 | $1.3M |
| Spirepoint Private Client, LLC | 0.15% | New | 58,550 | $1.3M |
| Ashton Thomas Securities, LLC | 0.31% | Reduce -70.3% | 57,852 | $1.3M |
| Flynn Zito Capital Management, LLC | 0.48% | Add +3.5% | 50,525 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +3.6% | 50,013 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 50,000 | $1.1M |
| Calton & Associates, Inc. | 0.18% | New | 47,295 | $1.1M |
| Choreo, LLC | 0.01% | Add +2.6% | 45,380 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -2.2% | 45,016 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +1.9% | 43,597 | $976K |
| FOCUS Wealth Advisors, LLC | 0.49% | Add +5.2% | 42,254 | $946K |
| CX Institutional | 0.03% | Reduce -94.8% | 40,974 | $917K |
| ProVise Management Group, LLC | 0.07% | Reduce -3.3% | 40,878 | $915K |
| Garden State Investment Advisory Services LLC | 0.24% | New | 40,230 | $901K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +70.0% | 39,254 | $879K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -19.5% | 38,397 | $860K |
| MIdWestOne Financial Group, Inc. | 0.11% | Add +150.0% | 37,500 | $840K |
| HRT Financial LP | 0.00% | New | 35,922 | $804K |
| Mma Asset Management LLC | 0.31% | Reduce -2.8% | 35,868 | $803K |
| 1900 Wealth Management LLC | 0.06% | Reduce -87.8% | 35,662 | $798K |
| UMB Bank, n.a. | 0.01% | Reduce -47.9% | 35,536 | $796K |
| Running Point Capital Advisors, LLC | 0.22% | Reduce -0.4% | 35,121 | $786K |
| Captrust Financial Advisors | 0.00% | Add +53.0% | 33,735 | $755K |
| World Investment Advisors | 0.02% | New | 32,511 | $728K |
| Bernardo Wealth Planning LLC | 0.16% | Reduce -8.4% | 32,370 | $725K |
| KFA Private Wealth Group, LLC | 0.22% | New | 31,246 | $700K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 31,200 | $699K |
"% 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.