Invesco National Amt-Free MuPZAETF
13F holders, Q1 2026 (March 31)294holders +26
51new positions
18sold out
3famous investors
$22.98avg. 13F price*
At the end of Q1 2026, 294 institutions reported holding Invesco National Amt-Free Mu (PZA) in their 13F filings, up 26 from Q4 2025. 51 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($1.3B), UBS Group AG ($494.7M) and Richard Bernstein Advisors LLC ($209.2M). 3 famous investors held it, including Jeremy Grantham (0.0% of GMO's portfolio), 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $56.2M |
| Exits | 18 | $13.1M |
All 13F filers, Q4 2025 → Q1 2026: 54,438,254 shares bought and 5,064,473 shares sold, net +49,373,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| Bank of America Corp. | 0.09% | Add +5.7% | 55,154,071 | $1.3B |
| UBS Group AG | 0.09% | Add +1038.8% | 21,527,448 | $494.7M |
| Richard Bernstein Advisors LLC | 6.07% | Add +199.4% | 9,102,497 | $209.2M |
| Ameriprise Financial Inc. | 0.04% | Add +787.0% | 7,251,944 | $166.7M |
| Envestnet Asset Management Inc. | 0.03% | Add +88.9% | 4,844,527 | $111.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.47% | Add +1.0% | 4,364,629 | $100.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +283.1% | 4,124,628 | $94.8M |
| LPL Financial LLC | 0.02% | Add +21.4% | 3,179,479 | $73.1M |
| Bank of New York Mellon Corp | 0.01% | Add +11.2% | 2,741,415 | $63.0M |
| JPMorgan Chase & Co. | 0.00% | Add +258.4% | 2,553,092 | $58.4M |
| Morgan Stanley | 0.00% | Add +12.3% | 2,133,883 | $49.0M |
| Sofi Wealth, LLC | 2.20% | Add +312.8% | 1,983,286 | $45.6M |
| EP Wealth Advisors, LLC | 0.20% | Add +12.8% | 1,807,607 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -6.2% | 1,760,706 | $40.5M |
| Wells Fargo & Company | 0.01% | Add +12.6% | 1,569,161 | $36.1M |
| Cetera Investment Advisers | 0.03% | Add +67.0% | 1,176,652 | $27.0M |
| Stifel Financial Corp. | 0.02% | Add +16.9% | 1,034,769 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +159.8% | 1,021,147 | $23.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.54% | Add +8.2% | 734,645 | $16.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +44.6% | 733,015 | $16.8M |
| Composition Wealth, LLC | 0.22% | Reduce -50.5% | 690,679 | $15.9M |
| Raymond James Financial Inc. | 0.00% | Add +10.7% | 669,572 | $15.4M |
| Jane Street Group, LLC | 0.02% | Reduce -73.7% | 642,827 | $14.8M |
| NewEdge Advisors, LLC | 0.05% | Add +1199.8% | 624,324 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +69.2% | 540,260 | $12.4M |
| Assetmark, Inc. | 0.03% | Add +51.5% | 539,991 | $12.4M |
| Allworth Financial LP | 0.05% | Add +7.8% | 531,585 | $12.2M |
| Avidian Wealth Enterprises, LLC | 0.35% | Reduce -0.4% | 484,955 | $11.1M |
| West Wealth Group, LLC | 2.01% | Add +424.3% | 442,800 | $10.2M |
| IHT Wealth Management, LLC | 0.23% | Add +6.1% | 427,373 | $9.8M |
| Shepherd Financial Partners LLC | 0.93% | Add +109.8% | 424,429 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.2% | 410,317 | $9.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 389,799 | $9.0M |
| Ascent Group, LLC | 0.31% | Add +329.6% | 383,878 | $8.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +1.3% | 376,367 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +2918.5% | 374,930 | $8.6M |
| MML Investors Services, LLC | 0.02% | Add +27.9% | 374,223 | $8.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.6% | 367,891 | $8.5M |
| US Bancorp \de | 0.01% | Reduce -12.0% | 300,137 | $6.9M |
| Fifth Third Bancorp | 0.01% | New | 291,614 | $6.7M |
| Independent Advisor Alliance | 0.07% | New | 270,862 | $6.2M |
| Tortoise Investment Management, LLC | 0.51% | Add +3.6% | 267,836 | $6.2M |
| Integrated Wealth Concepts LLC | 0.05% | Add +17.7% | 260,744 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +198.0% | 260,553 | $6.0M |
| Exencial Wealth Advisors, LLC | 0.19% | Add +1033.1% | 260,389 | $6.0M |
| Archer Investment Management, LLC | 2.51% | New | 259,293 | $6.0M |
| Simon Quick Advisors, LLC | 0.27% | Add +245.4% | 257,730 | $5.9M |
| Park Avenue Securities LLC | 0.05% | Add +194.3% | 257,385 | $5.9M |
| Perigon Wealth Management, LLC | 0.11% | New | 251,804 | $5.8M |
| Goodman Advisory Group, LLC | 1.46% | Reduce -24.0% | 244,404 | $5.6M |
| Seeds Investor LLC | 0.75% | Add +54.5% | 237,249 | $5.5M |
| Stewardship Advisors, LLC | 1.27% | Reduce -2.6% | 240,734 | $5.5M |
| Anderson Hoagland & Co. | 0.45% | Reduce -6.4% | 228,404 | $5.2M |
| AE Wealth Management LLC | 0.03% | Add +77.5% | 226,749 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +34.7% | 222,882 | $5.1M |
| Traphagen Investment Advisors LLC | 0.41% | Add +0.8% | 218,296 | $5.0M |
| Trustmark Bank Trust Department | 0.32% | Reduce -8.1% | 213,905 | $4.9M |
| Confluence Investment Management LLC | 0.07% | Reduce -2.2% | 208,781 | $4.8M |
| 1900 Wealth Management LLC | 0.30% | Add +6.6% | 202,688 | $4.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +4.5% | 195,804 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.5% | 186,479 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +15.4% | 180,967 | $4.2M |
| Quadrant Private Wealth Management, LLC | 0.64% | Add +200.0% | 179,307 | $4.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Add +211.3% | 178,527 | $4.1M |
| Ashton Thomas Securities, LLC | 0.50% | Add +60.7% | 171,946 | $4.0M |
| Entrust Financial LLC | 2.72% | Add +16.5% | 169,396 | $3.9M |
| Connecticut Capital Management Group, LLC | 3.65% | Add +9.9% | 167,981 | $3.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +69.1% | 165,328 | $3.8M |
| Mgo One Seven LLC | 0.07% | New | 160,250 | $3.7M |
| McAdam, LLC | 0.16% | Reduce -5.7% | 157,104 | $3.6M |
| Clark Capital Management Group, Inc. | 0.02% | Add +151.2% | 153,189 | $3.5M |
| Perennial Investment Advisors, LLC | 0.28% | Add +176.5% | 152,120 | $3.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -5.6% | 149,126 | $3.4M |
| Synergy Investment Management, LLC | 1.09% | Add +145.5% | 144,430 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -76.8% | 140,719 | $3.2M |
| Jones Financial Companies LLLP | 0.00% | Add +5.1% | 135,240 | $3.1M |
| Keystone Financial Group | 0.20% | Add +378.8% | 126,574 | $2.9M |
| Principal Securities, Inc. | 0.04% | Add +38.9% | 121,287 | $2.8M |
| Choreo, LLC | 0.03% | Add +139.6% | 118,542 | $2.7M |
| Meadowbrook Advisors Group, LLC | 1.61% | Reduce -0.9% | 117,594 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +137.3% | 107,210 | $2.5M |
| ShoreHaven Wealth Partners, LLC | 0.85% | Add +192.5% | 103,323 | $2.4M |
| Rochester Wealth Strategies, LLC | 1.41% | Add +7.9% | 101,282 | $2.3M |
| Leeward Financial Partners, LLC | 0.65% | Add +2.0% | 95,690 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +21.0% | 95,286 | $2.2M |
| Petix & Botte Co | 0.97% | Reduce -48.3% | 94,239 | $2.2M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -1.5% | 93,855 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +41.1% | 93,296 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +49.4% | 93,216 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +132.7% | 90,548 | $2.1M |
| First Foundation Advisors | 0.08% | Reduce -0.7% | 87,886 | $2.0M |
| Waverly Advisors, LLC | 0.01% | Add +6.5% | 85,797 | $2.0M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -5.0% | 81,553 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.20% | Add +9.1% | 78,886 | $1.8M |
| Collaborative Wealth Managment Inc. | 0.82% | Reduce -13.9% | 77,253 | $1.8M |
| GMO | 0.00% | Add +21.1% | 74,867 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -88.8% | 73,647 | $1.7M |
| A4 Wealth Advisors LLC | 1.40% | Add +429.6% | 73,393 | $1.7M |
| Ssa Swiss Advisors AG | 0.77% | Add +7.5% | 71,781 | $1.6M |
| Vise Technologies, Inc. | 0.03% | No change | 67,637 | $1.6M |
"% 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.