CAP Partners LLC’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

CAP Partners LLC’s Portfolio PZA Stock Details PZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$300K	Buy	13,035 +114	+0.9%	+$2.65K	0.17%	120
2025 Q4	$300K	Buy	12,921 +111	+0.9%	+$2.58K	0.17%	115
2025 Q3	$296K	Buy	12,810 +95	+0.7%	+$2.13K	0.17%	111
2025 Q2	$285K	Buy	12,715 +92	+0.7%	+$2.07K	0.18%	106
2025 Q1	$291K	Buy	12,623 +84	+0.7%	+$1.97K	0.21%	102
2024 Q4	$296K	Buy	12,539 +80	+0.6%	+$1.91K	0.21%	99
2024 Q3	$301K	Buy	12,459 +92	+0.7%	+$2.2K	0.22%	100
2024 Q2	$293K	Buy	12,367 +2,081	+20%	+$49.2K	0.24%	99
2024 Q1	$245K	Buy	10,286 +120	+1%	+$2.87K	0.22%	98
2023 Q4	$246K	Buy	+10,166	New	+$232K	0.24%	87

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAP Partners LLC's PZA Position: Q1 2026 in Review

CAP Partners LLC increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.88% in Q1 2026, buying an estimated $2.65K and bringing the position to 13,035 shares worth $300K. The position accounts for 0.17% of the portfolio, ranked #120.

CAP Partners LLC first reported a position in PZA in Q4 2023 and has held it in 10 quarters since. The position peaked at $301K in Q3 2024. 294 funds tracked by Wall St. Rank hold PZA as of Q1 2026.

CAP Partners LLC held 13,035 shares of Invesco National AMT-Free Municipal Bond ETF worth $300K as of Q1 2026.
CAP Partners LLC bought 114 Invesco National AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $2.65K.
Invesco National AMT-Free Municipal Bond ETF made up 0.17% of CAP Partners LLC's portfolio in Q1 2026, its #120 holding.
CAP Partners LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
CAP Partners LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $301K in Q3 2024.
294 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.