Invesco National Amt-Free MuPZAETF
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 250 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 27 from Q2 2025. 51 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($1.2B), Wellington Management Group LLP ($117.2M) and Cliftonlarsonallen Wealth Advisors, LLC ($95.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco National Amt-Free Mu
- CUSIP
- 46138E537
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $238.4M |
| Exits | 24 | $20.5M |
All 13F filers, Q2 2025 → Q3 2025: 22,403,773 shares bought and 4,492,421 shares sold, net +17,911,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 250 holders
| Bank of America Corp. | 0.09% | Add +13.9% | 52,945,741 | $1.2B |
| Wellington Management Group LLP | 0.02% | New | 5,075,800 | $117.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.51% | Add +6.5% | 4,148,197 | $95.8M |
| Richard Bernstein Advisors LLC | 2.03% | New | 3,071,002 | $71.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +42.8% | 2,763,992 | $63.8M |
| LPL Financial LLC | 0.02% | Add +9.2% | 2,640,438 | $61.0M |
| Bank of New York Mellon Corp | 0.01% | Add +26.7% | 2,270,025 | $52.4M |
| Morgan Stanley | 0.00% | Add +17.7% | 2,244,677 | $51.8M |
| UBS Group AG | 0.01% | Add +46.9% | 1,897,446 | $43.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +10.2% | 1,572,593 | $36.3M |
| Wells Fargo & Company | 0.01% | Reduce -24.4% | 1,340,994 | $31.0M |
| Composition Wealth, LLC | 0.44% | Add +44.6% | 1,265,249 | $29.2M |
| Stifel Financial Corp. | 0.02% | Add +10.5% | 880,505 | $20.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 870,110 | $20.1M |
| Cetera Investment Advisers | 0.02% | Add +36.5% | 720,058 | $16.6M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Add +35.5% | 677,032 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 608,977 | $14.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.3% | 577,844 | $13.0M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -28.6% | 528,935 | $12.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.2% | 516,116 | $11.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.0% | 501,945 | $11.6M |
| Avidian Wealth Enterprises, LLC | 0.42% | Add +1139.9% | 486,716 | $11.2M |
| Allworth Financial LP | 0.05% | Add +3.4% | 454,762 | $10.5M |
| Sanctuary Advisors, LLC | 0.06% | Add +234.3% | 442,650 | $10.2M |
| Sofi Wealth, LLC | 0.55% | New | 438,287 | $10.1M |
| Renaissance Technologies | 0.01% | Add +13.4% | 431,230 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +56.4% | 411,581 | $9.5M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -5.1% | 400,616 | $9.3M |
| Elequin Capital, LP | 0.79% | New | 400,000 | $9.2M |
| Assetmark, Inc. | 0.02% | Add +4.5% | 357,182 | $8.2M |
| IHT Wealth Management, LLC | 0.20% | Add +6.8% | 335,939 | $7.8M |
| Stewardship Advisors, LLC | 1.80% | Add +1.1% | 329,387 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 326,073 | $7.5M |
| US Bancorp \de | 0.01% | Reduce -5.4% | 308,059 | $7.1M |
| Trustmark Bank Trust Department | 0.40% | Reduce -4.1% | 267,822 | $6.2M |
| Comerica Bank | 0.02% | Reduce -12.5% | 265,583 | $6.1M |
| Tortoise Investment Management, LLC | 0.54% | Reduce -6.3% | 264,482 | $6.1M |
| Simon Quick Advisors, LLC | 0.27% | Reduce -10.4% | 262,908 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 257,125 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 246,115 | $5.7M |
| Anderson Hoagland & Co. | 0.51% | Reduce -5.7% | 244,531 | $5.6M |
| MML Investors Services, LLC | 0.01% | Reduce -37.2% | 243,044 | $5.6M |
| Traphagen Investment Advisors LLC | 0.45% | Add +10.5% | 225,925 | $5.2M |
| Confluence Investment Management LLC | 0.07% | Reduce -30.3% | 221,206 | $5.1M |
| 1900 Wealth Management LLC | 0.29% | Add +422.7% | 186,416 | $4.3M |
| Shepherd Financial Partners LLC | 0.41% | New | 185,664 | $4.3M |
| Moneta Group Investment Advisors LLC | 0.03% | New | 180,801 | $4.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +44.1% | 176,908 | $4.1M |
| Petix & Botte Co | 0.93% | Add +8.4% | 174,878 | $4.0M |
| McAdam, LLC | 0.20% | Reduce -18.5% | 172,883 | $4.0M |
| Goodman Advisory Group, LLC | 0.98% | New | 170,813 | $3.9M |
| Ashton Thomas Securities, LLC | 0.54% | Add +188.6% | 166,971 | $3.9M |
| TD Private Client Wealth LLC | 0.08% | Add +69.6% | 162,150 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +13.2% | 161,471 | $3.7M |
| Truist Financial Corp. | 0.00% | Reduce -66.3% | 152,200 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +68.3% | 149,955 | $3.5M |
| Seeds Investor LLC | 0.67% | Reduce -50.1% | 138,099 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +23.5% | 121,000 | $2.8M |
| Clark Capital Management Group, Inc. | 0.02% | Add +37.0% | 119,326 | $2.8M |
| Rochester Wealth Strategies, LLC | 1.50% | Add +12.6% | 99,198 | $2.3M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -20.8% | 97,444 | $2.2M |
| Leeward Financial Partners, LLC | 0.61% | Add +33.1% | 93,496 | $2.2M |
| First Foundation Advisors | 0.08% | Reduce -23.2% | 92,901 | $2.1M |
| Collaborative Wealth Managment Inc. | 0.86% | Add +14.9% | 91,865 | $2.1M |
| Principal Securities, Inc. | 0.03% | Add +28.6% | 88,154 | $2.0M |
| First Heartland Consultants, Inc. | 0.16% | Reduce -12.9% | 86,756 | $2.0M |
| Northeast Financial Group, Inc. | 0.48% | Add +7.5% | 83,480 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.9% | 82,323 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +252.5% | 72,448 | $1.7M |
| West Wealth Group, LLC | 0.36% | New | 69,368 | $1.6M |
| Ssa Swiss Advisors AG | 0.75% | Add +1.5% | 69,581 | $1.6M |
| Vise Technologies, Inc. | 0.06% | Add +329.3% | 69,536 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +13.4% | 67,831 | $1.6M |
| Econ Financial Services Corp | 0.74% | Reduce -17.0% | 63,861 | $1.5M |
| Waverly Advisors, LLC | 0.01% | Reduce -7.9% | 59,788 | $1.4M |
| Flynn Zito Capital Management, LLC | 0.51% | Add +17.9% | 59,584 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 58,264 | $1.3M |
| Spire Wealth Management | 0.05% | Reduce -29.8% | 57,761 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.33% | Add +41.1% | 56,771 | $1.3M |
| Prelude Capital Management, LLC | 0.10% | New | 56,750 | $1.3M |
| Annex Advisory Services, LLC | 0.03% | Reduce -87.3% | 52,913 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.6% | 51,570 | $1.2M |
| Fiduciary Trust Co | 0.01% | No change | 50,000 | $1.2M |
| Choreo, LLC | 0.01% | Add +9.0% | 49,471 | $1.1M |
| Keybank National Association | 0.00% | Reduce -46.5% | 47,318 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Reduce -1.1% | 46,795 | $1.1M |
| Synergy Investment Management, LLC | 0.40% | New | 45,585 | $1.1M |
| Creative Planning | 0.00% | Reduce -41.5% | 45,337 | $1.0M |
| FOCUS Wealth Advisors, LLC | 0.50% | Add +7.3% | 45,316 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +0.6% | 45,269 | $1.0M |
| MIdWestOne Financial Group, Inc. | 0.13% | Add +20.7% | 45,260 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.12% | Add +16.3% | 44,640 | $1.0M |
| ProVise Management Group, LLC | 0.07% | Add +6.5% | 43,524 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 43,125 | $996K |
| Perennial Investment Advisors, LLC | 0.08% | New | 41,695 | $963K |
| World Investment Advisors | 0.02% | Add +15.8% | 37,633 | $869K |
| Quadrant Private Wealth Management, LLC | 0.16% | New | 36,917 | $852K |
| Running Point Capital Advisors, LLC | 0.22% | Add +2.4% | 35,976 | $831K |
| UMB Bank, n.a. | 0.01% | Reduce -2.5% | 34,638 | $800K |
| Kestra Advisory Services, LLC | 0.00% | Add +34.3% | 34,589 | $799K |
| CX Institutional | 0.02% | Reduce -17.5% | 33,807 | $781K |
| ShoreHaven Wealth Partners, LLC | 0.28% | New | 32,997 | $762K |
| Ally Invest Advisors Inc. | 0.05% | Add +14.1% | 32,964 | $761K |
| Bernardo Wealth Planning LLC | 0.15% | Add +1.2% | 32,751 | $756K |
| Ascent Group, LLC | 0.03% | New | 31,781 | $734K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.5% | 31,356 | $724K |
| HighTower Advisors, LLC | 0.00% | Add +34.6% | 31,150 | $719K |
| Captrust Financial Advisors | 0.00% | Reduce -7.9% | 31,067 | $717K |
| Advisory Alpha, LLC | 0.02% | Add +7.5% | 30,973 | $716K |
| Janney Montgomery Scott LLC | 0.00% | New | 30,909 | $714K |
| Atria Investments, Inc | 0.01% | New | 30,369 | $701K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -53.1% | 30,329 | $700K |
| Mma Asset Management LLC | 0.23% | Reduce -18.6% | 29,208 | $674K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 29,199 | $674K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -7.1% | 27,887 | $644K |
| PFW Advisors LLC | 0.18% | Add +41.4% | 26,820 | $619K |
| Revisor Wealth Management LLC | 0.21% | Reduce -13.1% | 26,340 | $610K |
| Keystone Financial Group | 0.05% | New | 26,224 | $606K |
| Crews Bank & Trust | 0.09% | No change | 26,010 | $601K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 24,951 | $576K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +18.1% | 24,128 | $557K |
| Ackerman Capital Advisors, LLC | 0.11% | No change | 23,663 | $546K |
| Sowell Financial Services LLC | 0.02% | Reduce -3.6% | 23,055 | $532K |
| IFG Advisory, LLC | 0.02% | Add +21.5% | 22,933 | $530K |
| Colonial River Investments, LLC | 0.19% | Add +21.3% | 22,468 | $519K |
| Axxcess Wealth Management, LLC | 0.01% | Add +22.4% | 22,289 | $515K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 21,760 | $502K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +17.2% | 21,730 | $502K |
| Blue Trust, Inc. | 0.01% | Add +0.8% | 21,555 | $498K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.1% | 21,511 | $497K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.6% | 21,170 | $489K |
| Engineers Gate Manager LP | 0.01% | New | 20,859 | $482K |
| MRP Capital Investments, LLC | 0.41% | No change | 21,361 | $478K |
| Commerce Bank | 0.00% | No change | 20,570 | $475K |
| HRT Financial LP | 0.00% | Reduce -42.8% | 20,548 | $474K |
| Advisory Resource Group | 0.08% | Reduce -4.1% | 20,432 | $472K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -13.7% | 20,030 | $462K |
| Wiser Advisor Group LLC | 0.56% | New | 19,472 | $450K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +22.2% | 18,336 | $423K |
| Vectors Research Management, LLC | 0.13% | Reduce -14.9% | 18,026 | $416K |
| Courier Capital LLC | 0.02% | Reduce -14.9% | 18,026 | $416K |
| Sepio Capital, LP | 0.02% | Add +0.4% | 17,562 | $406K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.2% | 17,543 | $405K |
| Ehrlich Financial Group | 0.24% | New | 17,498 | $404K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 16,874 | $390K |
| Veltria Advisors Corp. | 1.69% | New | 16,640 | $384K |
| Thomasville National Bank | 0.02% | No change | 16,600 | $383K |
| Summit Wealth Group LLC / Co. | 0.04% | New | 17,022 | $377K |
| Old Mission Capital LLC | 0.01% | New | 15,968 | $369K |
| Mach-1 Financial Group, LLC | 0.06% | New | 15,439 | $356K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 15,439 | $356K |
| FLP Wealth Management, LLC | 1.00% | New | 15,311 | $354K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.8% | 15,125 | $349K |
| Townsquare Capital LLC | 0.05% | Reduce -8.1% | 14,839 | $343K |
| First United Bank & Trust | 0.11% | Reduce -21.3% | 14,211 | $328K |
| Invested Advisors | 0.47% | — | 13,783 | $324K |
| American Institute for Advanced Investment Management, LLP | 0.21% | Add +13.7% | 13,695 | $316K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -14.2% | 13,583 | $314K |
| Belpointe Asset Management LLC | 0.01% | Reduce -14.2% | 13,583 | $314K |
| Cary Street Partners Financial LLC | 0.01% | Add +18.9% | 13,528 | $312K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -0.6% | 13,025 | $301K |
| Silver Oak Securities, Incorporated | 0.02% | Add +1.9% | 12,814 | $296K |
| CAP Partners, LLC | 0.17% | Add +0.8% | 12,810 | $296K |
| Millennium Management | 0.00% | New | 12,785 | $295K |
| Schwallier Wealth Management LLC | 0.18% | New | 12,683 | $293K |
| Kwmg, LLC | 0.03% | Reduce -49.3% | 12,458 | $288K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +421.4% | 12,373 | $286K |
| Diversify Advisory Services, LLC | 0.01% | New | 12,130 | $283K |
| Mascoma Wealth Management LLC | 0.06% | Add +0.2% | 12,183 | $281K |
| PAX Financial Group, LLC | 0.05% | Add +2.4% | 12,128 | $280K |
| First Trust Advisors LP | 0.00% | New | 12,105 | $280K |
| Tandem Financial, LLC | 0.10% | New | 11,967 | $276K |
| Total Clarity Wealth Management, Inc. | 0.07% | Add +10.9% | 11,638 | $269K |
| Mariner, LLC | 0.00% | Reduce -38.7% | 11,289 | $261K |
| Meridian Wealth Management, LLC | 0.01% | New | 11,250 | $260K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 11,233 | $259K |
| &partners | 0.00% | Reduce -8.9% | 11,169 | $258K |
| Addison Advisors LLC | 0.06% | No change | 11,160 | $258K |
| Harbour Investments, Inc. | 0.01% | Add +58.1% | 11,002 | $254K |
| Synovus Financial Corp. | 0.00% | New | 10,966 | $253K |
| Quadrature Capital Ltd | 0.00% | Reduce -98.2% | 10,915 | $252K |
| Procyon Advisors, LLC | 0.01% | Add +2.1% | 10,891 | $251K |
| Hilltop Holdings Inc. | 0.01% | New | 10,822 | $250K |
| Patron Partners, LLC | 0.11% | New | 10,795 | $249K |
| Liberty Square Wealth Partners LLC | 0.07% | No change | 10,437 | $241K |
| First Citizens Financial Corp | 0.12% | Add +1.8% | 10,382 | $240K |
| Great Valley Advisor Group, Inc. | 0.00% | No change | 10,334 | $239K |
| High Falls Advisors, Inc | 0.05% | New | 9,848 | $227K |
| NewEdge Wealth, LLC | 0.00% | Reduce -4.3% | 9,639 | $224K |
| Parcion Private Wealth LLC | 0.01% | Reduce -87.4% | 9,573 | $221K |
| Harmony Asset Management LLC | 0.07% | Reduce -9.7% | 9,300 | $215K |
| KFA Private Wealth Group, LLC | 0.06% | Reduce -70.6% | 9,195 | $212K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 9,150 | $211K |
| James J. Burns & Company, LLC | 0.03% | Reduce -3.5% | 9,054 | $209K |
| BlackRock, Inc. | 0.00% | Add +428.3% | 8,991 | $208K |
| PFG Advisors | 0.01% | New | 8,878 | $205K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.3% | 8,843 | $204K |
| Interactive Financial Advisors, Inc. | 0.11% | Reduce -6.6% | 8,831 | $204K |
| Farther Finance Advisors, LLC | 0.00% | No change | 6,901 | $159K |
| Ancora Advisors LLC | 0.00% | Reduce -2.2% | 6,758 | $156K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 6,161 | $142K |
| Richardson Financial Services Inc. | 0.09% | Add +0.2% | 6,010 | $139K |
| Pineridge Advisors LLC | 0.04% | Reduce -2.6% | 5,707 | $132K |
| Private Trust Co. NA | 0.01% | Add +379.3% | 5,598 | $129K |
| Creative Financial Designs Inc. | 0.01% | New | 5,441 | $126K |
| Independence Bank of Kentucky | 0.01% | Reduce -3.7% | 4,690 | $108K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 4,639 | $107K |
| Simplex Trading, LLC | 0.00% | New | 4,435 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -57.7% | 3,990 | $92K |
| New Millennium Group LLC | 0.04% | Add +3.9% | 3,983 | $92K |
| IFP Advisors, Inc | 0.00% | Add +3.5% | 3,954 | $91K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -20.1% | 3,952 | $91K |
| Global Retirement Partners, LLC | 0.00% | Add +55.7% | 3,742 | $86K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,547 | $82K |
| FMR LLC | 0.00% | Reduce -56.0% | 2,970 | $69K |
| Realta Investment Advisors | 0.02% | No change | 2,889 | $67K |
| IMG Wealth Management, Inc. | 0.04% | Add +3.4% | 2,656 | $61K |
| Cwm, LLC | 0.00% | Add +639.3% | 2,580 | $60K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,500 | $58K |
| AlphaCore Capital LLC | 0.00% | Reduce -14.8% | 2,430 | $56K |
| Proathlete Wealth Management LLC | 0.02% | No change | 2,387 | $55K |
| United Financial Planning Group LLC | 0.03% | — | 2,273 | $52K |
| Albion Financial Group | 0.00% | No change | 1,935 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.0% | 1,924 | $44K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,626 | $38K |
| Blair William & Co. | 0.00% | Add +795.2% | 1,486 | $34K |
| MAI Capital Management | 0.00% | No change | 1,421 | $33K |
| Lanark Financial, Inc. | 0.00% | New | 1,005 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 1,000 | $23K |
| Franklin Resources Inc. | 0.00% | No change | 1,000 | $23K |
| First PREMIER Bank | 0.01% | No change | 1,000 | $23K |
| Horizon Financial Services, LLC | 0.01% | No change | 911 | $21K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -7.8% | 772 | $18K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.9% | 692 | $16K |
| Founders Financial Alliance, LLC | 0.00% | New | 678 | $16K |
| Centennial Bank | 0.01% | New | 667 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 616 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 549 | $13K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -51.9% | 462 | $11K |
| Fifth Third Bancorp | 0.00% | New | 410 | $9K |
| LGT Financial Advisors LLC | 0.01% | New | 278 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 258 | $6K |
| Rossby Financial, LCC | 0.00% | Add +58.1% | 253 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 186 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +87.6% | 182 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 106 | $2K |
| Signaturefd, LLC | 0.00% | New | 92 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 73 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +2233.3% | 70 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $515 |
"% 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.