Belpointe Asset Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Belpointe Asset Management’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	–	Sell	-10,666	Closed	-$235K	–	1213
2026 Q1	$235K	Buy	10,666 +97	+0.9%	+$2.17K	0.01%	942
2025 Q4	$236K	Buy	10,569 +65	+0.6%	+$1.46K	0.01%	912
2025 Q3	$234K	Hold	10,504	–	–	0.01%	877
2025 Q2	$227K	Hold	10,504	–	–	0.01%	839
2025 Q1	$232K	Buy	+10,504	New	+$238K	0.01%	803
2023 Q2	–	Sell	-70	Closed	-$1.59K	–	2677
2023 Q1	$1.59K	Hold	70	–	–	﹤0.01%	3371
2022 Q4	$1.55K	Buy	+70	New	+$1.52K	﹤0.01%	3338

Other funds holding PZT

HWAM

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

MMA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

Belpointe Asset Management's PZT Position: Q2 2026 in Review

Belpointe Asset Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026, closing a stake of 10,666 shares — an estimated $235K sold.

Belpointe Asset Management first reported a position in PZT in Q4 2022 and held it in 7 quarters. The position peaked at $236K in Q4 2025. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

Belpointe Asset Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 10,666 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $235K.
Belpointe Asset Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and held it in 7 quarters.
Belpointe Asset Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $236K in Q4 2025.
13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.