Creative Planning’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-11,312	Closed	-$257K	–	3007
2023 Q2	$257K	Hold	11,312	–	–	﹤0.01%	2030
2023 Q1	$258K	Hold	11,312	–	–	﹤0.01%	1932
2022 Q4	$250K	Buy	+11,312	New	+$246K	﹤0.01%	1857

Other funds holding PZT

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMA

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

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Creative Planning's PZT Position: Q3 2023 in Review

Creative Planning sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2023, closing a stake of 11,312 shares — an estimated $257K sold.

Creative Planning first reported a position in PZT in Q4 2022 and held it in 3 quarters. The position peaked at $258K in Q1 2023. 32 funds tracked by Wall St. Rank hold PZT as of Q3 2023.

Creative Planning reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 11,312 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2023, an estimated $257K.
Creative Planning first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and held it in 3 quarters.
Creative Planning's Invesco New York AMT-Free Municipal Bond ETF position peaked at $258K in Q1 2023.
32 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.