Public ownership evidence

Invesco National AMT-Free Municipal Bond ETF (PZA) Ownership Disclosures

Read PZA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco National AMT-Free Municipal Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
8,990
Value (USD)
$211,450
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PZA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PZA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,990$211,450None
Coastal Bridge Advisors, LLC2026-06-302026-08-1816,973$399,205None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1844,280$1,041,022None
Wiser Advisor Group LLC2026-06-302026-08-1815,270$359,145None
Equitable Holdings, Inc.2026-06-302026-08-1813,548$318,646None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-1516,152$379,895None
Synergy Investment Management, LLC2026-06-302026-08-1524,654$579,861None
Synergy Investment Management, LLC2026-06-302026-08-15191,520$4,504,555None
Modern Wealth Management, LLC2026-06-302026-08-159,730$228,849None
Mutual Advisors, LLC2026-06-302026-08-159,079$213,536None
Advyzon Investment Management, LLC2026-06-302026-08-158,893$209,163None
Strategies Wealth Advisors, LLC2026-06-302026-08-15106,829$2,512,615None
Lifeworks Advisors, LLC2026-06-302026-08-159,817$230,896None
Veltria Advisors Corp.2026-06-302026-08-1534,034$800,480None
Perennial Investment Advisors, LLC2026-06-302026-08-15377,487$8,878,504None
Schwallier Wealth Management LLC2026-06-302026-08-1516,494$387,937None
Delos Wealth Advisors, LLC2026-06-302026-08-15176$4,140None
Qube Research & Technologies Ltd2026-06-302026-08-1511,755$276,478None
IFG Advisory, LLC2026-06-302026-08-1523,338$548,915None
Per Stirling Capital Management, LLC.2026-06-302026-08-1590,879$2,137,470None
OSAIC HOLDINGS, INC.2026-06-302026-08-1548,787$1,147,468None
OSAIC HOLDINGS, INC.2026-06-302026-08-15501,472$11,795,215None
Capstone Financial Advisors, Inc.2026-06-302026-08-1510,668$250,922None
JANE STREET GROUP, LLC2026-06-302026-08-15319,367$7,511,512None
Orion Porfolio Solutions, LLC2026-06-302026-08-1520,194$474,963None
HRT FINANCIAL LP2026-06-302026-08-1512,214$287,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-1518,088$425,429None
Ancora Advisors LLC2026-06-302026-08-155,089$119,693None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15602$14,159None
Tandem Financial, LLC2026-06-302026-08-1511,967$281,464None
Waverly Advisors, LLC2026-06-302026-08-1586,911$2,044,147None
&PARTNERS2026-06-302026-08-1530,353$713,905None
Thrivent Financial for Lutherans2026-06-302026-08-15323,425$7,607,000None
Thrivent Financial for Lutherans2026-06-302026-08-15131,961$3,104,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15141,343$3,321,561None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1520,534$482,960None
AMERIPRISE FINANCIAL INC2026-06-302026-08-156,159$145,848None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,320,490$172,155,321None
Ausdal Financial Partners, Inc.2026-06-302026-08-1548,813$1,148,093None
Ausdal Financial Partners, Inc.2026-06-302026-08-151,988$46,769None
MAI Capital Management2026-06-302026-08-1540,241$946,468None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1511,344$266,811None
Cerity Partners LLC2026-06-302026-08-1510,777$253,475None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-151,566,061$36,833,754None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15183,383$4,313,166None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-159,981$234,744None
ROYAL BANK OF CANADA2026-06-302026-08-154,299$101,000None
ROYAL BANK OF CANADA2026-06-302026-08-15652,156$15,339,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,204$216,000None
ROYAL BANK OF CANADA2026-06-302026-08-1513,944$328,000None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Coastal Bridge Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Wiser Advisor Group LLC ↗Equitable Holdings, Inc. ↗Sanchez Gaunt Capital Management, LLC ↗Synergy Investment Management, LLC ↗Synergy Investment Management, LLC ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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