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

Arax Advisory Partners’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	$562K	Buy	+24,730	New	+$555K	﹤0.01%	1574

Other funds holding PZT

HWAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MMA

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

Note Advisors Buffalo, New York $231M AUM 15.14% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

TIM

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

Arax Advisory Partners's PZT Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026: 24,730 shares worth $562K. The stake represents ﹤0.01% of the portfolio and ranks #1574 among its holdings.

44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

Arax Advisory Partners held 24,730 shares of Invesco New York AMT-Free Municipal Bond ETF worth $562K as of Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new Arax Advisory Partners position in Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1574 holding.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.