Venture Visionary Partners’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Venture Visionary Partners’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 Q2	$1.12M	Buy	+47,606	New	+$1.11M	0.03%	327
2022 Q3	–	Sell	-140	Closed	-$3.28K	–	1269
2022 Q2	$3.28K	Buy	+140	New	+$3.33K	﹤0.01%	1479
2021 Q3	–	Sell	-8,852	Closed	-$241K	–	523
2021 Q2	$241K	Sell	8,852 -4,483	-34%	-$122K	0.02%	434
2021 Q1	$356K	Sell	13,335 -4,421	-25%	-$119K	0.03%	346
2020 Q4	$481K	Buy	+17,756	New	+$475K	0.05%	243

Other funds holding PZA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jupiter Topco New York $245B AUM

CCWA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Venture Visionary Partners's PZA Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in Invesco National AMT-Free Municipal Bond ETF (PZA) in Q2 2026: 47,606 shares worth $1.12M. The stake represents 0.03% of the portfolio and ranks #327 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in PZA as recently as Q2 2022.

Venture Visionary Partners first reported a position in PZA in Q4 2020 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold PZA as of Q2 2026.

Venture Visionary Partners held 47,606 shares of Invesco National AMT-Free Municipal Bond ETF worth $1.12M as of Q2 2026.
Invesco National AMT-Free Municipal Bond ETF was a new Venture Visionary Partners position in Q2 2026.
Invesco National AMT-Free Municipal Bond ETF made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #327 holding.
Venture Visionary Partners first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.