HWAM
PZT icon

Hennion & Walsh Asset Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Hennion & Walsh Asset 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 		$8.04M Buy
353,654
+38,969
+12% +$875K 0.23% 92
2026
Q1 		$6.95M Buy
314,685
+37,541
+14% +$839K 0.23% 91
2025
Q4 		$6.18M Buy
277,144
+39,534
+17% +$886K 0.21% 103
2025
Q3 		$5.28M Buy
237,610
+3,474
+1% +$75.1K 0.19% 131
2025
Q2 		$5.07M Buy
234,136
+22,904
+11% +$496K 0.2% 110
2025
Q1 		$4.67M Buy
211,232
+60,970
+41% +$1.38M 0.21% 108
2024
Q4 		$3.41M Buy
150,262
+31,223
+26% +$720K 0.15% 171
2024
Q3 		$2.78M Buy
119,039
+52,185
+78% +$1.21M 0.13% 204
2024
Q2 		$1.53M Buy
66,854
+8,467
+15% +$194K 0.08% 320
2024
Q1 		$1.34M Buy
58,387
+37,009
+173% +$852K 0.07% 347
2023
Q4 		$494K Buy
+21,378
New +$467K 0.03% 550

Other funds holding PZT

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Asset Management
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
PI
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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Hennion & Walsh Asset Management's PZT Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 12% in Q2 2026, buying an estimated $875K and bringing the position to 353,654 shares worth $8.04M. The position accounts for 0.23% of the portfolio, ranked #92.

Hennion & Walsh Asset Management 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.

  • Hennion & Walsh Asset Management held 353,654 shares of Invesco New York AMT-Free Municipal Bond ETF worth $8.04M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 38,969 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $875K.
  • Invesco New York AMT-Free Municipal Bond ETF made up 0.23% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #92 holding.
  • Hennion & Walsh Asset Management 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 Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.