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Able Wealth Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Able Wealth Management’s Portfolio PZT Stock Details PZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,929
Closed -$248K – 105
2024
Q4 		$248K Buy
10,929
+56
+0.5% +$1.29K 0.16% 82
2024
Q3 		$254K Buy
10,873
+85
+0.8% +$1.98K 0.19% 80
2024
Q2 		$248K Buy
+10,788
New +$247K 0.2% 70

Other funds holding PZT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Able Wealth Management's PZT Position: Q1 2025 in Review

Able Wealth Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2025, closing a stake of 10,929 shares — an estimated $248K sold.

Able Wealth Management first reported a position in PZT in Q2 2024 and held it in 3 quarters. The position peaked at $254K in Q3 2024. 39 funds tracked by Wall St. Rank hold PZT as of Q1 2025.

  • Able Wealth Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Able Wealth Management sold 10,929 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $248K.
  • Able Wealth Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2024 and held it in 3 quarters.
  • Able Wealth Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $254K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2025.

Based on Able Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.