American Portfolios Advisors’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$88.8K	Sell	4,164 -2,163	-34%	-$48.9K	﹤0.01%	1422
2022 Q2	$143K	Sell	6,327 -537	-8%	-$12.2K	0.01%	1222
2022 Q1	$164K	Buy	6,864 +1,603	+30%	+$40.1K	0.01%	1260
2021 Q4	$137K	Buy	5,261 +1,712	+48%	+$44.6K	﹤0.01%	1357
2021 Q3	$92.3K	Buy	3,549 +514	+17%	+$13.6K	﹤0.01%	1494
2021 Q2	$80K	Hold	3,035	–	–	﹤0.01%	1499
2021 Q1	$78.1K	Hold	3,035	–	–	﹤0.01%	1413
2020 Q4	$79.3K	Hold	3,035	–	–	﹤0.01%	1245
2020 Q3	$77.5K	Hold	3,035	–	–	﹤0.01%	1165
2020 Q2	$77.5K	Hold	3,035	–	–	0.01%	1102
2020 Q1	$76.2K	Hold	3,035	–	–	0.01%	987
2019 Q4	$76.9K	Hold	3,035	–	–	0.01%	1180
2019 Q3	$77.2K	Hold	3,035	–	–	0.01%	1114
2019 Q2	$76.1K	Hold	3,035	–	–	0.01%	1099
2019 Q1	$74.5K	Hold	3,035	–	–	0.01%	1015
2018 Q4	$72.2K	Hold	3,035	–	–	0.01%	868
2018 Q3	$71.6K	Hold	3,035	–	–	0.01%	965
2018 Q2	$72.7K	Hold	3,035	–	–	0.01%	938
2018 Q1	$72.8K	Hold	3,035	–	–	0.01%	878
2017 Q4	$74.8K	Buy	+3,035	New	+$74.5K	0.01%	839

Other funds holding PZT

MMA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's PZT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 34% in Q3 2022, selling an estimated $48.9K and leaving 4,164 shares worth $88.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

American Portfolios Advisors first reported a position in PZT in Q4 2017 and has held it in 20 quarters since. The position peaked at $164K in Q1 2022. 29 funds tracked by Wall St. Rank hold PZT as of Q3 2022.

American Portfolios Advisors held 4,164 shares of Invesco New York AMT-Free Municipal Bond ETF worth $88.8K as of Q3 2022.
American Portfolios Advisors sold 2,163 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $48.9K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1422 holding.
American Portfolios Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $164K in Q1 2022.
29 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.