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 |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +103.5% | 30,771 | $689K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 30,625 | $686K |
| Revisor Wealth Management LLC | 0.24% | Add +0.0% | 30,304 | $679K |
| Tyche Wealth Partners LLC | 0.14% | Add +0.0% | 30,012 | $672K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 29,199 | $654K |
| Hicks Capital Management LLC | 1.03% | Add +89.0% | 28,988 | $649K |
| Ally Invest Advisors Inc. | 0.05% | Add +11.0% | 28,883 | $647K |
| Advisory Alpha, LLC | 0.02% | Add +5.4% | 28,814 | $645K |
| Flow Traders U.S. LLC | 0.02% | New | 26,155 | $586K |
| Crews Bank & Trust | 0.09% | Reduce -4.9% | 26,010 | $582K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -30.8% | 25,756 | $577K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 25,048 | $561K |
| Kwmg, LLC | 0.05% | New | 24,553 | $550K |
| Sowell Financial Services LLC | 0.02% | Reduce -0.5% | 23,920 | $536K |
| Ackerman Capital Advisors, LLC | 0.12% | Reduce -31.8% | 23,663 | $530K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -33.3% | 23,195 | $519K |
| HighTower Advisors, LLC | 0.00% | Add +17.1% | 23,134 | $518K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 21,760 | $487K |
| Blue Trust, Inc. | 0.01% | Add +5245.0% | 21,380 | $479K |
| MRP Capital Investments, LLC | 0.33% | Add +17.1% | 21,361 | $478K |
| Advisory Resource Group | 0.09% | Add +2.1% | 21,313 | $477K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.9% | 21,301 | $477K |
| Vectors Research Management, LLC | 0.16% | Add +0.9% | 21,195 | $475K |
| Courier Capital LLC | 0.03% | Add +0.9% | 21,195 | $475K |
| Commerce Bank | 0.00% | No change | 20,570 | $461K |
| AE Wealth Management LLC | 0.00% | Add +25.2% | 20,551 | $460K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +123.9% | 20,422 | $457K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 19,323 | $433K |
| PFW Advisors LLC | 0.13% | Reduce -47.8% | 18,968 | $425K |
| IFG Advisory, LLC | 0.02% | Reduce -8.8% | 18,880 | $423K |
| Qube Research & Technologies Ltd | 0.00% | Add +196.7% | 18,768 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Add +85.5% | 18,586 | $416K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 18,542 | $415K |
| Colonial River Investments, LLC | 0.18% | Reduce -8.4% | 18,528 | $415K |
| Mariner, LLC | 0.00% | Reduce -51.1% | 18,408 | $412K |
| Axxcess Wealth Management, LLC | 0.01% | Add +32.5% | 18,213 | $408K |
| Thrivent Financial for Lutherans | 0.00% | New | 18,151 | $406K |
| First United Bank & Trust | 0.14% | Reduce -22.0% | 18,061 | $404K |
| Sepio Capital, LP | 0.03% | Reduce -1.0% | 17,492 | $392K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 16,874 | $378K |
| Westbourne Investments, Inc. | 0.20% | No change | 16,682 | $374K |
| Thomasville National Bank | 0.03% | No change | 16,600 | $372K |
| Vise Technologies, Inc. | 0.01% | — | 16,196 | $363K |
| Townsquare Capital LLC | 0.04% | Reduce -45.3% | 16,143 | $361K |
| Fortis Capital Advisors, LLC | 0.06% | Reduce -78.9% | 15,821 | $354K |
| Belpointe Asset Management LLC | 0.01% | Reduce -78.9% | 15,821 | $354K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 15,003 | $336K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 13,100 | $293K |
| XTX Topco Ltd | 0.01% | New | 12,731 | $285K |
| CAP Partners, LLC | 0.18% | Add +0.7% | 12,715 | $285K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.1% | 12,579 | $282K |
| &partners | 0.00% | Reduce -47.0% | 12,267 | $275K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -41.2% | 12,160 | $272K |
| Rede Wealth, LLC | 0.10% | No change | 12,082 | $271K |
| American Institute for Advanced Investment Management, LLP | 0.19% | Add +14.2% | 12,045 | $270K |
| PAX Financial Group, LLC | 0.05% | Add +11.0% | 11,845 | $265K |
| Cary Street Partners Financial LLC | 0.01% | No change | 11,374 | $255K |
| Atlas Legacy Advisors, LLC | 0.06% | New | 11,165 | $250K |
| Addison Advisors LLC | 0.06% | Reduce -1.5% | 11,160 | $250K |
| Inspire Advisors, LLC | 0.03% | Reduce -29.5% | 10,776 | $241K |
| Procyon Advisors, LLC | 0.02% | Reduce -39.9% | 10,662 | $239K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 10,494 | $235K |
| Liberty Square Wealth Partners LLC | 0.08% | No change | 10,437 | $234K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 10,334 | $231K |
| Harmony Asset Management LLC | 0.09% | No change | 10,300 | $231K |
| First Citizens Financial Corp | 0.13% | New | 10,202 | $228K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,157 | $227K |
| NewEdge Wealth, LLC | 0.00% | No change | 10,069 | $224K |
| Towerpoint Wealth, LLC | 0.10% | Reduce -1.3% | 9,964 | $223K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 9,740 | $218K |
| Interactive Financial Advisors, Inc. | 0.10% | Reduce -0.0% | 9,453 | $212K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +183.1% | 9,432 | $211K |
| James J. Burns & Company, LLC | 0.03% | Reduce -9.4% | 9,380 | $210K |
| Vontobel Holding Ltd. | 0.00% | Add +2.7% | 9,050 | $203K |
| Harbour Investments, Inc. | 0.00% | Add +4.1% | 6,959 | $156K |
| Ancora Advisors LLC | 0.00% | Reduce -3.3% | 6,913 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Add +11.0% | 6,901 | $155K |
| FMR LLC | 0.00% | Reduce -9.6% | 6,749 | $151K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 6,161 | $138K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,112 | $137K |
| Richardson Financial Services Inc. | 0.09% | Reduce -19.3% | 5,996 | $134K |
| Pineridge Advisors LLC | 0.05% | Reduce -20.3% | 5,862 | $131K |
| Transce3nd, LLC | 0.05% | Reduce -26.2% | 5,048 | $113K |
| Parkside Financial Bank & Trust | 0.01% | No change | 4,949 | $111K |
| Independence Bank of Kentucky | 0.02% | Reduce -12.1% | 4,872 | $109K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 4,639 | $104K |
| New Millennium Group LLC | 0.05% | New | 3,833 | $86K |
| IFP Advisors, Inc | 0.00% | Add +696.3% | 3,822 | $86K |
| Realta Investment Advisors | 0.03% | No change | 2,889 | $65K |
| AlphaCore Capital LLC | 0.00% | No change | 2,851 | $64K |
| NewSquare Capital LLC | 0.00% | Reduce -8.2% | 2,753 | $62K |
| IMG Wealth Management, Inc. | 0.04% | No change | 2,570 | $58K |
| Westside Investment Management, Inc. | 0.01% | New | 2,500 | $56K |
| Global Retirement Partners, LLC | 0.00% | — | 2,404 | $54K |
| Proathlete Wealth Management LLC | 0.02% | No change | 2,387 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 2,373 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.0% | 2,237 | $50K |
| Albion Financial Group | 0.00% | New | 1,935 | $43K |
| BlackRock, Inc. | 0.00% | Reduce -20.9% | 1,702 | $38K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $36K |
| MAI Capital Management | 0.00% | New | 1,421 | $32K |
| Private Trust Co. NA | 0.00% | Reduce -47.7% | 1,168 | $26K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,000 | $22K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $22K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $22K |
| Ameritas Advisory Services, LLC | 0.00% | New | 961 | $22K |
| Horizon Financial Services, LLC | 0.01% | New | 911 | $20K |
| Geneos Wealth Management Inc. | 0.00% | No change | 837 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -14.6% | 686 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 549 | $12K |
| Rothschild Investment LLC | 0.00% | New | 509 | $11K |
| Cwm, LLC | 0.00% | Reduce -59.1% | 349 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -83.0% | 257 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +85.3% | 189 | $4K |
| Blair William & Co. | 0.00% | New | 166 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 160 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 97 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 68 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.4% | 73 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $500 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.3% | 3 | $67 |
"% 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.