Ameritas Advisory Services’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-1,195	Closed	-$26.6K	–	1820
2025 Q3	$26.6K	Sell	1,195 -5	-0.4%	-$108	﹤0.01%	1339
2025 Q2	$26K	Buy	+1,200	New	+$26K	﹤0.01%	1627
2023 Q2	–	Sell	-1,200	Closed	-$27.3K	–	2063
2023 Q1	$27.3K	Buy	+1,200	New	+$27.1K	﹤0.01%	1499

Other funds holding PZT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWAM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

FZCM

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

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Ameritas Advisory Services's PZT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q4 2025, closing a stake of 1,195 shares — an estimated $26.6K sold.

Ameritas Advisory Services first reported a position in PZT in Q1 2023 and held it in 3 quarters. The position peaked at $27.3K in Q1 2023. 48 funds tracked by Wall St. Rank hold PZT as of Q4 2025.

Ameritas Advisory Services reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,195 Invesco New York AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $26.6K.
Ameritas Advisory Services first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Invesco New York AMT-Free Municipal Bond ETF position peaked at $27.3K in Q1 2023.
48 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.