Envestnet Asset Management
PZT icon

Envestnet Asset Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Envestnet Asset Management’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 		$1.12M Buy
49,048
+1,828
+4% +$41K ﹤0.01% 3565
2026
Q1 		$1.04M Sell
47,220
-252
-0.5% -$5.63K ﹤0.01% 3451
2025
Q4 		$1.06M Buy
47,472
+13,164
+38% +$295K ﹤0.01% 3230
2025
Q3 		$763K Buy
34,308
+3,638
+12% +$78.6K ﹤0.01% 3487
2025
Q2 		$664K Buy
30,670
+59
+0.2% +$1.28K ﹤0.01% 3509
2025
Q1 		$677K Buy
30,611
+290
+1% +$6.57K ﹤0.01% 3429
2024
Q4 		$688K Buy
30,321
+575
+2% +$13.3K ﹤0.01% 3400
2024
Q3 		$695K Buy
29,746
+65
+0.2% +$1.51K ﹤0.01% 3336
2024
Q2 		$681K Buy
29,681
+88
+0.3% +$2.01K ﹤0.01% 3273
2024
Q1 		$682K Sell
29,593
-235
-0.8% -$5.41K ﹤0.01% 3260
2023
Q4 		$690K Sell
29,828
-649
-2% -$14.2K ﹤0.01% 3160
2023
Q3 		$647K Sell
30,477
-1,057
-3% -$23.6K ﹤0.01% 3104
2023
Q2 		$717K Sell
31,534
-766
-2% -$17.4K ﹤0.01% 3001
2023
Q1 		$736K Buy
32,300
+627
+2% +$14.1K ﹤0.01% 2887
2022
Q4 		$701K Buy
+31,673
New +$689K ﹤0.01% 2888

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Envestnet Asset Management's PZT Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 3.9% in Q2 2026, buying an estimated $41K and bringing the position to 49,048 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #3565.

Envestnet Asset Management first reported a position in PZT in Q4 2022 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Envestnet Asset Management held 49,048 shares of Invesco New York AMT-Free Municipal Bond ETF worth $1.12M as of Q2 2026.
  • Envestnet Asset Management bought 1,828 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $41K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3565 holding.
  • Envestnet Asset Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.