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 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

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

Cetera Investment Advisers's PZT Position: Q1 2026 in Review

Cetera Investment Advisers increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 4.1% in Q1 2026, buying an estimated $43.5K and bringing the position to 49,531 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Cetera Investment Advisers first reported a position in PZT in Q1 2024 and has held it in 9 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Cetera Investment Advisers held 49,531 shares of Invesco New York AMT-Free Municipal Bond ETF worth $1.09M as of Q1 2026.
Cetera Investment Advisers bought 1,949 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $43.5K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2823 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 9 quarters since.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.