13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
PZA

INVESCO NATIONAL AMTFREE MUNIC

295 institutions still hold INVESCO NATIONAL AMTFREE MUNIC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138e537·295 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$3.0B
78.0% inst. owned
of float
Holders
295
+84 QoQ
filers reporting
Activity
+31 / −6
+808 added · −755 reduced
this quarter
Concentration
42.82%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

295 institutions reported PZA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 42.8% of the visible book. +84 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.3B55.2M0.09%Q1 202602
UBS Group AG
CIK 0001610520
$495M21.5M0.07%Q1 202603
Richard Bernstein Advisors LLC
CIK 0001528214
$209M9.1M6.07%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$167M7.3M0.04%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$111M4.8M0.03%Q1 202606
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$100M4.4M1.47%Q1 202607
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$95M4.1M0.02%Q1 202608
LPL Financial LLC
CIK 0001403438
$73M3.2M0.02%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$63M2.7M0.01%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$58M2.6M0.00%Q1 202611
MORGAN STANLEY
CIK 0000895421
$49M2.1M0.00%Q1 202612
SOFI WEALTH, LLC
CIK 0001925582
$46M2.0M2.20%Q1 202613
EP Wealth Advisors, LLC
CIK 0001540569
$42M1.8M0.20%Q1 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$40M1.8M0.02%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$36M1.6M0.01%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$27M1.2M0.03%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$24M1.0M0.02%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$23M1.0M0.03%Q1 202619
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$17M735K0.54%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$17M733K0.09%Q1 2026
Page 1 of 15
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