TAM
PZA icon

Titleist Asset Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Titleist Asset Management’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 		$399K Buy
18,654
+284
+2% +$6.45K 0.03% 319
2026
Q2 		$432K Buy
18,370
+6,786
+59% +$158K 0.03% 292
2026
Q1 		$266K Buy
+11,584
New +$270K 0.02% 350

Other funds holding PZA

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Titleist Asset Management's PZA Position: Q3 2026 in Review

Titleist Asset Management increased its Invesco National AMT-Free Municipal Bond ETF (PZA) stake by 1.5% in Q3 2026, buying an estimated $6.45K and bringing the position to 18,654 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #319.

Titleist Asset Management first reported a position in PZA in Q1 2026 and has held it in 3 quarters since. The position peaked at $432K in Q2 2026. 14 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

  • Titleist Asset Management held 18,654 shares of Invesco National AMT-Free Municipal Bond ETF worth $399K as of Q3 2026.
  • Titleist Asset Management bought 284 Invesco National AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $6.45K.
  • Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Titleist Asset Management's portfolio in Q3 2026, its #319 holding.
  • Titleist Asset Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Titleist Asset Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $432K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.