Cambridge Investment Research Advisors’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Cambridge Investment Research 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
2026 Q1	$428K	Buy	19,375 +802	+4%	+$17.9K	﹤0.01%	2944
2025 Q4	$414K	Buy	18,573 +826	+5%	+$18.5K	﹤0.01%	2905
2025 Q3	$395K	Buy	+17,747	New	+$383K	﹤0.01%	2880
2023 Q2	–	Sell	-9,494	Closed	-$216K	–	3268
2023 Q1	$216K	Sell	9,494 -1,013	-10%	-$22.9K	﹤0.01%	2763
2022 Q4	$233K	Hold	10,507	–	–	﹤0.01%	2637
2022 Q3	$224K	Sell	10,507 -1,000	-9%	-$22.6K	﹤0.01%	2608
2022 Q2	$259K	Hold	11,507	–	–	﹤0.01%	2514
2022 Q1	$275K	Sell	11,507 -7,274	-39%	-$182K	﹤0.01%	2611
2021 Q4	$490K	Buy	18,781 +5,208	+38%	+$136K	﹤0.01%	2120
2021 Q3	$353K	Sell	13,573 -2,618	-16%	-$69.1K	﹤0.01%	2327
2021 Q2	$427K	Buy	+16,191	New	+$424K	﹤0.01%	2180

Other funds holding PZT

HWAM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MMA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Cambridge Investment Research Advisors's PZT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 4.3% in Q1 2026, buying an estimated $17.9K and bringing the position to 19,375 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Cambridge Investment Research Advisors first reported a position in PZT in Q2 2021 and has held it in 11 quarters since. The position peaked at $490K in Q4 2021. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Cambridge Investment Research Advisors held 19,375 shares of Invesco New York AMT-Free Municipal Bond ETF worth $428K as of Q1 2026.
Cambridge Investment Research Advisors bought 802 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $17.9K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2944 holding.
Cambridge Investment Research Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2021 and has held it in 11 quarters since.
Cambridge Investment Research Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $490K in Q4 2021.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.