Glass Jacobson Investment Advisors’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-407	Closed	-$9.24K	–	775
2025 Q1	$9.24K	Hold	407	–	–	﹤0.01%	607
2024 Q4	$9.24K	Buy	407 +3	+0.7%	+$69	﹤0.01%	607
2024 Q3	$9.43K	Buy	404 +3	+0.7%	+$70	﹤0.01%	574
2024 Q2	$9.2K	Buy	401 +3	+0.8%	+$69	﹤0.01%	561
2024 Q1	$9.17K	Buy	398 +3	+0.8%	+$69	﹤0.01%	567
2023 Q4	$9.14K	Buy	395 +3	+0.8%	+$66	﹤0.01%	531
2023 Q3	$8.33K	Buy	392 +3	+0.8%	+$67	﹤0.01%	514
2023 Q2	$8.85K	Buy	+389	New	+$8.82K	﹤0.01%	517
2022 Q4	$8.49K	Buy	+384	New	+$8.35K	﹤0.01%	532

Other funds holding PZT

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HWAM

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

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

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

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Glass Jacobson Investment Advisors's PZT Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2025, closing a stake of 407 shares — an estimated $9.24K sold.

Glass Jacobson Investment Advisors first reported a position in PZT in Q4 2022 and held it in 9 quarters. The position peaked at $9.43K in Q3 2024. 43 funds tracked by Wall St. Rank hold PZT as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 407 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2025, an estimated $9.24K.
Glass Jacobson Investment Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and held it in 9 quarters.
Glass Jacobson Investment Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $9.43K in Q3 2024.
43 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.