Atria Wealth Solutions’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-9,706	Closed	-$224K	–	2037
2024 Q1	$224K	Sell	9,706 -1,471	-13%	-$33.9K	﹤0.01%	1751
2023 Q4	$258K	Sell	11,177 -9,996	-47%	-$218K	﹤0.01%	1606
2023 Q3	$450K	Sell	21,173 -312	-1%	-$6.95K	0.01%	1178
2023 Q2	$489K	Sell	21,485 -1,093	-5%	-$24.8K	0.01%	1172
2023 Q1	$514K	Buy	22,578 +2,421	+12%	+$54.6K	0.01%	1115
2022 Q4	$446K	Buy	20,157 +996	+5%	+$21.7K	0.01%	1143
2022 Q3	$409K	Buy	19,161 +455	+2%	+$10.3K	0.01%	1141
2022 Q2	$421K	Sell	18,706 -45	-0.2%	-$1.03K	0.01%	1059
2022 Q1	$448K	Buy	+18,751	New	+$469K	0.01%	1127

Other funds holding PZT

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

FZCM

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

HWAM

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

Atria Wealth Solutions's PZT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2024, closing a stake of 9,706 shares — an estimated $224K sold.

Atria Wealth Solutions first reported a position in PZT in Q1 2022 and held it in 9 quarters. The position peaked at $514K in Q1 2023. 40 funds tracked by Wall St. Rank hold PZT as of Q2 2024.

Atria Wealth Solutions reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 9,706 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2024, an estimated $224K.
Atria Wealth Solutions first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Invesco New York AMT-Free Municipal Bond ETF position peaked at $514K in Q1 2023.
40 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.