Fidelity Investments
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Fidelity Investments’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Fidelity Investments’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
-4
Closed -$87 – 5540
2025
Q2 		$87 Buy
4
+3
+300% +$65 ﹤0.01% 5147
2025
Q1 		$22 Buy
+1
New +$23 ﹤0.01% 5221

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

Fidelity Investments's PZT Position: Q3 2025 in Review

Fidelity Investments sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2025, closing a stake of 4 shares — an estimated $87 sold.

Fidelity Investments first reported a position in PZT in Q1 2025 and held it in 2 quarters. The position peaked at $87 in Q2 2025. 47 funds tracked by Wall St. Rank hold PZT as of Q3 2025.

  • Fidelity Investments reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fidelity Investments sold 4 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2025, an estimated $87.
  • Fidelity Investments first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2025 and held it in 2 quarters.
  • Fidelity Investments's Invesco New York AMT-Free Municipal Bond ETF position peaked at $87 in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2025.

Based on Fidelity Investments's 13F filing for Q3 2025, filed 13 Nov 2025.