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

Atlas Capital 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
2023 Q3	–	Sell	-8,153	Closed	-$185K	–	909
2023 Q2	$185K	Buy	8,153 +2,035	+33%	+$46.2K	0.03%	381
2023 Q1	$139K	Hold	6,118	–	–	0.02%	417
2022 Q4	$135K	Hold	6,118	–	–	0.02%	402
2022 Q3	$130K	Buy	+6,118	New	+$138K	0.02%	405

Other funds holding PZT

FZCM

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

Jane Street New York $777B AUM 61.18% 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

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

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

MMA

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

AMG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atlas Capital Advisors's PZT Position: Q3 2023 in Review

Atlas Capital Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2023, closing a stake of 8,153 shares — an estimated $185K sold.

Atlas Capital Advisors first reported a position in PZT in Q3 2022 and held it in 4 quarters. The position peaked at $185K in Q2 2023. 32 funds tracked by Wall St. Rank hold PZT as of Q3 2023.

Atlas Capital Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Atlas Capital Advisors sold 8,153 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2023, an estimated $185K.
Atlas Capital Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
Atlas Capital Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $185K in Q2 2023.
32 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2023.

Based on Atlas Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.