GAMMA Investing
PZT icon

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
Q3 		$22.2K Sell
1,079
-124
-10% -$2.71K ﹤0.01% 2885
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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

GAMMA Investing's PZT Position: Q3 2026 in Review

GAMMA Investing reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 10% in Q3 2026, selling an estimated $2.71K and leaving 1,079 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

GAMMA Investing first reported a position in PZT in Q4 2023 and has held it in 12 quarters since. The position peaked at $27.4K in Q2 2026. 5 funds tracked by Wall St. Rank hold PZT as of Q3 2026.

  • GAMMA Investing held 1,079 shares of Invesco New York AMT-Free Municipal Bond ETF worth $22.2K as of Q3 2026.
  • GAMMA Investing sold 124 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2026, an estimated $2.71K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2885 holding.
  • GAMMA Investing first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Invesco New York AMT-Free Municipal Bond ETF position peaked at $27.4K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.