Cetera Investment Advisers
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Cetera Investment Advisers’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Cetera Investment Advisers’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 		$1.14M Buy
49,982
+451
+0.9% +$10.1K ﹤0.01% 2935
2026
Q1 		$1.09M Buy
49,531
+1,949
+4% +$43.5K ﹤0.01% 2823
2025
Q4 		$1.06M Sell
47,582
-168
-0.4% -$3.77K ﹤0.01% 2772
2025
Q3 		$1.06M Buy
47,750
+10,999
+30% +$238K ﹤0.01% 2720
2025
Q2 		$795K Buy
36,751
+17,238
+88% +$373K ﹤0.01% 2576
2025
Q1 		$431K Buy
19,513
+16
+0.1% +$362 ﹤0.01% 2964
2024
Q4 		$443K Buy
19,497
+8,667
+80% +$200K ﹤0.01% 2779
2024
Q3 		$253K Buy
10,830
+16
+0.1% +$372 ﹤0.01% 3207
2024
Q2 		$248K Buy
10,814
+1,814
+20% +$41.5K ﹤0.01% 3209
2024
Q1 		$207K Buy
+9,000
New +$207K ﹤0.01% 3327

Other funds holding PZT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
NA
Note Advisors Buffalo, New York $231M AUM 15.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Cetera Investment Advisers's PZT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 0.91% in Q2 2026, buying an estimated $10.1K and bringing the position to 49,982 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Cetera Investment Advisers first reported a position in PZT in Q1 2024 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Cetera Investment Advisers held 49,982 shares of Invesco New York AMT-Free Municipal Bond ETF worth $1.14M as of Q2 2026.
  • Cetera Investment Advisers bought 451 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $10.1K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2935 holding.
  • Cetera Investment Advisers first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.