AssetMark Inc
PZT icon

AssetMark Inc’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

AssetMark Inc’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
Q3 		– Sell
-1,232
Closed -$28K – 3887
2026
Q2 		$28K Buy
+1,232
New +$27.7K ﹤0.01% 2067
2025
Q1 		– Sell
-45
Closed -$1.02K – 2738
2024
Q4 		$1.02K Sell
45
-405
-90% -$9.34K ﹤0.01% 2240
2024
Q3 		$10.5K Buy
+450
New +$10.5K ﹤0.01% 1612

Other funds holding PZT

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Layline Advisors
Layline Advisors Rochester, New York $111M AUM
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AssetMark Inc's PZT Position: Q3 2026 in Review

AssetMark Inc sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2026, closing a stake of 1,232 shares — an estimated $28K sold.

AssetMark Inc first reported a position in PZT in Q3 2024 and held it in 3 quarters. The position peaked at $28K in Q2 2026. 9 funds tracked by Wall St. Rank hold PZT as of Q3 2026.

  • AssetMark Inc reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 1,232 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $28K.
  • AssetMark Inc first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2024 and held it in 3 quarters.
  • AssetMark Inc's Invesco New York AMT-Free Municipal Bond ETF position peaked at $28K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.