Venture Visionary Partners LLC PZA — INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF

Ownership history in Venture Visionary Partners LLC  ·  6 quarters on record

AI Ownership Summary

Venture Visionary Partners LLC reported INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF (PZA) in 6 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q2. The latest visible filing shows PZA at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PZA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Venture Visionary Partners LLC's position in INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PZA was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Venture Visionary Partners LLC held PZA — position size vs. price
% of Fund (quarterly)    PZA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 45,688 -1,918 -4.0% 0.03% $977K 2026-10-07 $21.15
2026 Q2 ADDED — — — 47,606 +47,466 +33904.3% 0.03% $1.1M 2026-07-27 $22.76
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Venture Visionary Partners LLC and PZA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Venture Visionary Partners LLC reported owning PZA?

Venture Visionary Partners LLC reported PZA across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported PZA position in Venture Visionary Partners LLC's portfolio?

The largest reported portfolio weight for PZA was 0.03% in 2026 Q2.

What is the latest reported PZA position on this page?

The most recent filing on this page is 2026 Q3, when Venture Visionary Partners LLC reported 45,688 shares, equal to 0.03% of portfolio, with an estimated market value of $977K.

What does the chart on this PZA ownership page compare?

The chart compares Venture Visionary Partners LLC's quarterly PZA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Venture Visionary Partners LLC time their PZA position?

Based on 13F filing dates vs. subsequent PZA price moves, Venture Visionary Partners LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on PZA relative to SPY over the holding period was -11.6%.

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