Jeremy Grantham's PZA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 74,867 shares of Invesco National AMT-Free Municipal Bond ETF (PZA) worth $1.72 M, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Jeremy Grantham has initiated a new position in PZA, representing a fresh investment thesis on this company. Largest addition occurred in Q1 2026, adding 13,071 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Invesco National AMT-Free Municipal Bond ETF (PZA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Invesco National AMT-Free Municipal Bond ETF (PZA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +13,071 | Add 21.15% | 74,867 | $22.98 |
| Q4 2025 | +61,796 | New Buy | 61,796 | $23.19 |
Jeremy Grantham's Invesco National AMT-Free Municipal Bond ETF Investment FAQs
Jeremy Grantham first purchased Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2025, acquiring 61,796 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Invesco National AMT-Free Municipal Bond ETF (PZA) for 2 quarters since Q4 2025.
Jeremy Grantham's largest addition to Invesco National AMT-Free Municipal Bond ETF (PZA) was in Q4 2025, adding 61,796 shares worth $1.43 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 74,867 shares of Invesco National AMT-Free Municipal Bond ETF (PZA), valued at approximately $1.72 M.
As of the Q1 2026 filing, Invesco National AMT-Free Municipal Bond ETF (PZA) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Invesco National AMT-Free Municipal Bond ETF (PZA) was 74,867 shares, as reported at the end of Q1 2026.