Versant Capital Management’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Versant Capital 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	$5.52K	Hold	258	–	–	﹤0.01%	2435
2026 Q2	$6.07K	Hold	258	–	–	﹤0.01%	2389
2026 Q1	$5.93K	Hold	258	–	–	﹤0.01%	2334
2025 Q4	$5.98K	Hold	258	–	–	﹤0.01%	2183
2025 Q3	$5.96K	Hold	258	–	–	﹤0.01%	2140
2025 Q2	$5.78K	Hold	258	–	–	﹤0.01%	2106
2025 Q1	$5.94K	Hold	258	–	–	﹤0.01%	1971
2024 Q4	$6.09K	Hold	258	–	–	﹤0.01%	1669
2024 Q3	$6.23K	Hold	258	–	–	﹤0.01%	1219
2024 Q2	$6.11K	Hold	258	–	–	﹤0.01%	1159
2024 Q1	$6.15K	Buy	+258	New	+$6.18K	﹤0.01%	955

Other funds holding PZA

AWE

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

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

1WM

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 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

Courier Capital Buffalo, New York $532M AUM 15.78% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Versant Capital Management's PZA Position: Q3 2026 in Review

Versant Capital Management held its Invesco National AMT-Free Municipal Bond ETF (PZA) position steady in Q3 2026 at 258 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Versant Capital Management first reported a position in PZA in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.23K in Q3 2024. 23 funds tracked by Wall St. Rank hold PZA as of Q3 2026.

Versant Capital Management held 258 shares of Invesco National AMT-Free Municipal Bond ETF worth $5.52K as of Q3 2026.
Versant Capital Management left its Invesco National AMT-Free Municipal Bond ETF share count unchanged in Q3 2026.
Invesco National AMT-Free Municipal Bond ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2435 holding.
Versant Capital Management first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 11 quarters since.
Versant Capital Management's Invesco National AMT-Free Municipal Bond ETF position peaked at $6.23K in Q3 2024.
23 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.