Commonwealth Equity Services
PZT icon

Commonwealth Equity Services’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Commonwealth Equity Services’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 		$823K Sell
36,193
-16,326
-31% -$366K ﹤0.01% 2869
2026
Q1 		$1.16M Buy
52,519
+10,558
+25% +$236K ﹤0.01% 2492
2025
Q4 		$936K Sell
41,961
-36
-0.1% -$807 ﹤0.01% 2636
2025
Q3 		$934K Buy
41,997
+6,158
+17% +$133K ﹤0.01% 2650
2025
Q2 		$776K Sell
35,839
-19,431
-35% -$421K ﹤0.01% 2785
2025
Q1 		$1.22M Buy
55,270
+12,898
+30% +$292K ﹤0.01% 2314
2024
Q4 		$962K Buy
42,372
+2,544
+6% +$58.7K ﹤0.01% 2421
2024
Q3 		$930K Buy
39,828
+4,885
+14% +$114K ﹤0.01% 2408
2024
Q2 		$802K Buy
34,943
+8,813
+34% +$201K ﹤0.01% 2447
2024
Q1 		$602K Buy
26,130
+6,252
+31% +$144K ﹤0.01% 2665
2023
Q4 		$460K Sell
19,878
-2,787
-12% -$60.9K ﹤0.01% 2788
2023
Q3 		$481K Buy
22,665
+7
+0% +$156 ﹤0.01% 2631
2023
Q2 		$515K Sell
22,658
-2,646
-10% -$60K ﹤0.01% 2598
2023
Q1 		$576 Sell
25,304
-501
-2% -$11.3K ﹤0.01% 2428
2022
Q4 		$571K Buy
25,805
+1,791
+7% +$39K ﹤0.01% 2363
2022
Q3 		$512K Buy
24,014
+2,279
+10% +$51.5K ﹤0.01% 2384
2022
Q2 		$489K Buy
21,735
+5,461
+34% +$125K ﹤0.01% 2418
2022
Q1 		$388K Buy
16,274
+1,040
+7% +$26K ﹤0.01% 2742
2021
Q4 		$397K Buy
15,234
+2,828
+23% +$73.7K ﹤0.01% 2726
2021
Q3 		$322K Buy
12,406
+1,779
+17% +$47K ﹤0.01% 2855
2021
Q2 		$280K Buy
10,627
+1,117
+12% +$29.3K ﹤0.01% 2970
2021
Q1 		$244K Sell
9,510
-151
-2% -$3.93K ﹤0.01% 2962
2020
Q4 		$252K Sell
9,661
-1,369
-12% -$35.3K ﹤0.01% 2726
2020
Q3 		$281K Sell
11,030
-118
-1% -$3.04K ﹤0.01% 2413
2020
Q2 		$284K Buy
11,148
+532
+5% +$13.3K ﹤0.01% 2316
2020
Q1 		$266K Buy
10,616
+1,146
+12% +$29.1K ﹤0.01% 2152
2019
Q4 		$240K Buy
9,470
+34
+0.4% +$863 ﹤0.01% 2484
2019
Q3 		$240K Buy
+9,436
New +$240K ﹤0.01% 2436
2018
Q4 		– Sell
-8,843
Closed -$208K – 2788
2018
Q3 		$208K Buy
+8,843
New +$211K ﹤0.01% 2474
2018
Q2 		– Sell
-9,524
Closed -$228K – 2803
2018
Q1 		$228K Sell
9,524
-785
-8% -$19K ﹤0.01% 2299
2017
Q4 		$254K Buy
10,309
+1,534
+17% +$37.6K ﹤0.01% 2177
2017
Q3 		$214K Sell
8,775
-657
-7% -$16.1K ﹤0.01% 2232
2017
Q2 		$230K Buy
9,432
+41
+0.4% +$996 ﹤0.01% 2127
2017
Q1 		$226K Buy
9,391
+42
+0.4% +$1K ﹤0.01% 2062
2016
Q4 		$224K Buy
+9,349
New +$226K ﹤0.01% 1981

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
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
Cambridge Investment Research Advisors
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
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
PI
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Commonwealth Equity Services's PZT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 31% in Q2 2026, selling an estimated $366K and leaving 36,193 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #2869.

Commonwealth Equity Services first reported a position in PZT in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.22M in Q1 2025. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Commonwealth Equity Services held 36,193 shares of Invesco New York AMT-Free Municipal Bond ETF worth $823K as of Q2 2026.
  • Commonwealth Equity Services sold 16,326 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $366K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2869 holding.
  • Commonwealth Equity Services first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Commonwealth Equity Services's Invesco New York AMT-Free Municipal Bond ETF position peaked at $1.22M in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.