INVESCO NATIONAL AMT-FREE MU PZA
$23.57
+0.3% 52w: $21.14 – $23.57
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.1422.3523.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
294
+26 QoQ
13F value
$3.47B
+46.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
11.2×
$9.3M calls / $832K puts
Institutional value by quarter
Number of holders
Who owns PZA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 55.2M | $1.27B | 0.1% | +5.7% |
| UBS Group AG | Bank broker | 21.5M | $494.7M | 0.1% | +1038.8% |
| Richard Bernstein Advisors LLC | Wealth advisor | 9.1M | $209.2M | 6.1% | +199.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 7.3M | $166.7M | 0.0% | +786.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.8M | $111.3M | 0.0% | +88.9% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 4.4M | $100.3M | 1.5% | +1.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 4.1M | $94.8M | 0.0% | +283.1% |
| LPL Financial LLC | Bank broker | 3.2M | $73.1M | 0.0% | +21.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.7M | $63.0M | 0.0% | +11.2% |
| JPMORGAN CHASE & CO | Bank broker | 2.6M | $58.4M | 0.0% | +258.4% |
| MORGAN STANLEY | Bank broker | 2.1M | $49.0M | 0.0% | +12.3% |
| SOFI WEALTH, LLC | Wealth advisor | 2.0M | $45.6M | 2.2% | +312.8% |
| EP Wealth Advisors, LLC | Wealth advisor | 1.8M | $41.5M | 0.2% | +12.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.8M | $40.5M | 0.0% | -6.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.6M | $36.1M | 0.0% | +12.6% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $27.0M | 0.0% | +67.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.0M | $23.8M | 0.0% | +16.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $23.5M | 0.0% | +159.8% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 734.6K | $16.9M | 0.5% | +8.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 733.0K | $16.8M | 0.1% | +44.6% |
| Composition Wealth, LLC | Wealth advisor | 690.7K | $15.9M | 0.2% | -50.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 669.6K | $15.4M | 0.0% | +10.7% |
| JANE STREET GROUP, LLC | Market maker | 642.8K | $14.8M | 0.0% | -73.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 624.3K | $14.3M | 0.1% | +1199.8% |
| ROYAL BANK OF CANADA | Bank broker | 540.3K | $12.4M | 0.0% | +69.2% |
| ASSETMARK, INC | Wealth advisor | 540.0K | $12.4M | 0.0% | +51.5% |
| Allworth Financial LP | Wealth advisor | 531.6K | $12.2M | 0.0% | +7.8% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 485.0K | $11.1M | 0.4% | -0.4% |
| West Wealth Group, LLC | Wealth advisor | 442.8K | $10.2M | 2.0% | +424.3% |
| IHT Wealth Management, LLC | Wealth advisor | 427.4K | $9.8M | 0.2% | +6.1% |
| Shepherd Financial Partners LLC | Wealth advisor | 424.4K | $9.8M | 0.9% | +109.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 410.3K | $9.4M | 0.0% | -13.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 389.8K | $9.0M | 0.0% | New |
| Ascent Group, LLC | Wealth advisor | 383.9K | $8.8M | 0.3% | +329.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 376.4K | $8.6M | 0.0% | +1.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 374.9K | $8.6M | 0.0% | +2918.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 374.2K | $8.6M | 0.0% | +27.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 367.9K | $8.5M | 0.0% | -2.6% |
| US BANCORP \DE\ | Wealth advisor | 300.1K | $6.9M | 0.0% | -12.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 291.6K | $6.7M | 0.0% | New |
| Independent Advisor Alliance | Wealth advisor | 270.9K | $6.2M | 0.1% | New |
| Tortoise Investment Management, LLC | Wealth advisor | 267.8K | $6.2M | 0.5% | +3.6% |
| Integrated Wealth Concepts LLC | Wealth advisor | 260.7K | $6.0M | 0.0% | +17.7% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 260.6K | $6.0M | 0.1% | +198.0% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 260.4K | $6.0M | 0.2% | +1033.1% |
| Archer Investment Management, LLC | Wealth advisor | 259.3K | $6.0M | 2.5% | New |
| SIMON QUICK ADVISORS, LLC | Wealth advisor | 257.7K | $5.9M | 0.3% | +245.4% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 257.4K | $5.9M | 0.0% | +194.3% |
| Perigon Wealth Management, LLC | Wealth advisor | 251.8K | $5.8M | 0.1% | New |
| Goodman Advisory Group, LLC | Wealth advisor | 244.4K | $5.6M | 1.5% | -24.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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