GKWIM
PZT icon

Gerber Kawasaki Wealth & Investment Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$291K Buy
12,813
+4,892
+62% +$110K 0.01% 301
2026
Q1 		$175K Buy
+7,921
New +$177K 0.01% 337
2025
Q1 		– Sell
-4,990
Closed -$113K – 307
2024
Q4 		$113K Buy
+4,990
New +$115K ﹤0.01% 280
2021
Q4 		– Sell
-3,800
Closed -$98K – 882
2021
Q3 		$98K Buy
+3,800
New +$100K 0.01% 243

Other funds holding PZT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $221M AUM 16.9% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PZT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 62% in Q2 2026, buying an estimated $110K and bringing the position to 12,813 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #301.

Gerber Kawasaki Wealth & Investment Management first reported a position in PZT in Q3 2021 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 12,813 shares of Invesco New York AMT-Free Municipal Bond ETF worth $291K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 4,892 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $110K.
  • Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #301 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2021 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.