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Heritage Wealth Management (Arizona)’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-2,583
Closed -$62K – 1045
2022
Q1 		$62K Buy
+2,583
New +$64.5K 0.02% 439

Other funds holding PZT

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PZT Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2022, closing a stake of 2,583 shares — an estimated $62K sold.

Heritage Wealth Management (Arizona) first reported a position in PZT in Q1 2022 and held it in 1 quarter. The position peaked at $62K in Q1 2022. 32 funds tracked by Wall St. Rank hold PZT as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,583 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2022, an estimated $62K.
  • Heritage Wealth Management (Arizona) first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Invesco New York AMT-Free Municipal Bond ETF position peaked at $62K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.