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

Citadel 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
2025
Q4 		– Sell
-12,646
Closed -$281K – 13799
2025
Q3 		$281K Buy
+12,646
New +$273K ﹤0.01% 10524
2024
Q4 		– Sell
-35,252
Closed -$823K – 15215
2024
Q3 		$823K Buy
+35,252
New +$819K ﹤0.01% 7246
2023
Q4 		– Sell
-43,272
Closed -$919K – 15050
2023
Q3 		$919K Buy
43,272
+7,860
+22% +$175K ﹤0.01% 6743
2023
Q2 		$805K Buy
35,412
+18,302
+107% +$415K ﹤0.01% 6915
2023
Q1 		$390K Buy
+17,110
New +$386K ﹤0.01% 8821
2022
Q2 		– Sell
-23,708
Closed -$566K – 13866
2022
Q1 		$566K Sell
23,708
-7,435
-24% -$186K ﹤0.01% 9090
2021
Q4 		$813K Buy
31,143
+16,431
+112% +$428K ﹤0.01% 8455
2021
Q3 		$383K Sell
14,712
-7,221
-33% -$191K ﹤0.01% 10518
2021
Q2 		$578K Sell
21,933
-24,480
-53% -$641K ﹤0.01% 9728
2021
Q1 		$1.19M Buy
+46,413
New +$1.21M ﹤0.01% 7663
2020
Q4 		– Sell
-21,713
Closed -$554K – 11410
2020
Q3 		$554K Sell
21,713
-13,003
-37% -$335K ﹤0.01% 7110
2020
Q2 		$887K Sell
34,716
-19,009
-35% -$475K ﹤0.01% 6050
2020
Q1 		$1.35M Buy
53,725
+35,359
+193% +$897K ﹤0.01% 4803
2019
Q4 		$466K Buy
+18,366
New +$466K ﹤0.01% 6930
2018
Q2 		– Sell
-63,421
Closed -$1.52M – 9193
2018
Q1 		$1.52M Buy
+63,421
New +$1.53M ﹤0.01% 4152

Other funds holding PZT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Jane Street
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

Citadel Advisors's PZT Position: Q4 2025 in Review

Citadel Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q4 2025, closing a stake of 12,646 shares — an estimated $281K sold.

Citadel Advisors first reported a position in PZT in Q1 2018 and held it in 15 quarters. The position peaked at $1.52M in Q1 2018. 48 funds tracked by Wall St. Rank hold PZT as of Q4 2025.

  • Citadel Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 12,646 Invesco New York AMT-Free Municipal Bond ETF shares in Q4 2025, an estimated $281K.
  • Citadel Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2018 and held it in 15 quarters.
  • Citadel Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $1.52M in Q1 2018.
  • 48 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.