American Financial & Tax Strategies’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

American Financial & Tax Strategies’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
2026 Q2	$1.74M	Hold	76,674	–	–	0.79%	41
2026 Q1	$1.69M	Sell	76,674 -99	-0.1%	-$2.21K	0.82%	39
2025 Q4	$1.71M	Sell	76,773 -4,436	-5%	-$99.5K	0.85%	37
2025 Q3	$1.81M	Sell	81,209 -29,746	-27%	-$643K	0.9%	36
2025 Q2	$2.4M	Sell	110,955 -4,978	-4%	-$108K	1.24%	29
2025 Q1	$2.56M	Sell	115,933 -8,115	-7%	-$184K	1.38%	30
2024 Q4	$2.82M	Sell	124,048 -2,106	-2%	-$48.6K	1.46%	28
2024 Q3	$2.95M	Sell	126,154 -1,062	-0.8%	-$24.7K	1.49%	25
2024 Q2	$2.92M	Buy	127,216 +3,455	+3%	+$79K	1.54%	24
2024 Q1	$2.85M	Buy	+123,761	New	+$2.85M	1.53%	27

Other funds holding PZT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Financial & Tax Strategies's PZT Position: Q2 2026 in Review

American Financial & Tax Strategies held its Invesco New York AMT-Free Municipal Bond ETF (PZT) position steady in Q2 2026 at 76,674 shares worth $1.74M. The position accounts for 0.79% of the portfolio, ranked #41.

American Financial & Tax Strategies first reported a position in PZT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.95M in Q3 2024. 28 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

American Financial & Tax Strategies held 76,674 shares of Invesco New York AMT-Free Municipal Bond ETF worth $1.74M as of Q2 2026.
American Financial & Tax Strategies left its Invesco New York AMT-Free Municipal Bond ETF share count unchanged in Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF made up 0.79% of American Financial & Tax Strategies's portfolio in Q2 2026, its #41 holding.
American Financial & Tax Strategies first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
American Financial & Tax Strategies's Invesco New York AMT-Free Municipal Bond ETF position peaked at $2.95M in Q3 2024.
28 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.