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 Q3	$284K	Buy	13,283 +129	+1%	+$2.93K	0.13%	134
2026 Q2	$309K	Buy	13,154 +119	+0.9%	+$2.77K	0.15%	125
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

CAP Partners LLC's PZA Position: Q3 2026 in Review

CAP Partners LLC increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 0.98% in Q3 2026, buying an estimated $2.93K and bringing the position to 13,283 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #134.

CAP Partners LLC first reported a position in PZA in Q4 2023 and has held it in 12 quarters since. The position peaked at $309K in Q2 2026. 74 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

CAP Partners LLC held 13,283 shares of Invesco National AMT-Free Municipal Bond ETF worth $284K as of Q3 2026.
CAP Partners LLC bought 129 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $2.93K.
Invesco National AMT-Free Municipal Bond ETF made up 0.13% of CAP Partners LLC's portfolio in Q3 2026, its #134 holding.
CAP Partners LLC first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
CAP Partners LLC's Invesco National AMT-Free Municipal Bond ETF position peaked at $309K in Q2 2026.
74 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.