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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

AssetMark Inc's PZT Position: Q1 2025 in Review

AssetMark Inc sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2025, closing a stake of 45 shares — an estimated $1.02K sold.

AssetMark Inc first reported a position in PZT in Q3 2024 and held it in 2 quarters. The position peaked at $10.5K in Q3 2024. 39 funds tracked by Wall St. Rank hold PZT as of Q1 2025.

  • AssetMark Inc reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 45 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2025, an estimated $1.02K.
  • AssetMark Inc first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2024 and held it in 2 quarters.
  • AssetMark Inc's Invesco New York AMT-Free Municipal Bond ETF position peaked at $10.5K in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.