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Elequin Capital’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Elequin Capital’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
Q3 		– Sell
-5,201
Closed -$113K – 345
2025
Q2 		$113K Sell
5,201
-81,558
-94% -$1.77M 0.01% 204
2025
Q1 		$1.92M Buy
+86,759
New +$1.97M 0.24% 41

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
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
NA
Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Elequin Capital's PZT Position: Q3 2025 in Review

Elequin Capital sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2025, closing a stake of 5,201 shares — an estimated $113K sold.

Elequin Capital first reported a position in PZT in Q1 2025 and held it in 2 quarters. The position peaked at $1.92M in Q1 2025. 47 funds tracked by Wall St. Rank hold PZT as of Q3 2025.

  • Elequin Capital reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Elequin Capital sold 5,201 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $113K.
  • Elequin Capital first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Elequin Capital's Invesco New York AMT-Free Municipal Bond ETF position peaked at $1.92M in Q1 2025.
  • 47 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Elequin Capital's 13F filing for Q3 2025, filed 14 Nov 2025.