GAMMA Investing’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

GAMMA Investing’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	$27.4K	Buy	1,203 +124	+11%	+$2.78K	﹤0.01%	2675
2026 Q1	$23.8K	Hold	1,079	–	–	﹤0.01%	2630
2025 Q4	$24.1K	Hold	1,079	–	–	﹤0.01%	2508
2025 Q3	$24K	Hold	1,079	–	–	﹤0.01%	2428
2025 Q2	$23.4K	Buy	1,079 +516	+92%	+$11.2K	﹤0.01%	2376
2025 Q1	$12.4K	Sell	563 -104	-16%	-$2.36K	﹤0.01%	2639
2024 Q4	$15.1K	Buy	667 +95	+17%	+$2.19K	﹤0.01%	2407
2024 Q3	$13.4K	Hold	572	–	–	﹤0.01%	2330
2024 Q2	$13.1K	Buy	572 +9	+2%	+$206	﹤0.01%	2094
2024 Q1	$13K	Hold	563	–	–	﹤0.01%	1907
2023 Q4	$13.1K	Buy	+563	New	+$12.3K	﹤0.01%	1749

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

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

GAMMA Investing's PZT Position: Q2 2026 in Review

GAMMA Investing increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 11% in Q2 2026, buying an estimated $2.78K and bringing the position to 1,203 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

GAMMA Investing first reported a position in PZT in Q4 2023 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

GAMMA Investing held 1,203 shares of Invesco New York AMT-Free Municipal Bond ETF worth $27.4K as of Q2 2026.
GAMMA Investing bought 124 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $2.78K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2675 holding.
GAMMA Investing first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.