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

EP Wealth 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
2026 Q1	$1.56M	Buy	+70,770	New	+$1.58M	0.01%	538
2025 Q2	$1.53M	Sell	70,770 -5,600	-7%	-$121K	0.01%	471
2025 Q1	$1.69M	Sell	76,370 -16,130	-17%	-$365K	0.01%	395
2024 Q4	$2.1M	Buy	92,500 +7,000	+8%	+$161K	0.02%	352
2024 Q3	$2M	Hold	85,500	–	–	0.02%	358
2024 Q2	$1.96M	Hold	85,500	–	–	0.02%	285
2024 Q1	$1.97M	Hold	85,500	–	–	0.02%	266
2023 Q4	$1.98M	Buy	+85,500	New	+$1.87M	0.03%	257

Other funds holding PZT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

EP Wealth Advisors's PZT Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2026: 70,770 shares worth $1.56M. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PZT as recently as Q2 2025.

EP Wealth Advisors first reported a position in PZT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.1M in Q4 2024. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

EP Wealth Advisors held 70,770 shares of Invesco New York AMT-Free Municipal Bond ETF worth $1.56M as of Q1 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new EP Wealth Advisors position in Q1 2026.
Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #538 holding.
EP Wealth Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 8 quarters since.
EP Wealth Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $2.1M in Q4 2024.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.