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

HighTower 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
2026 Q1	$5.34M	Sell	241,844 -86,808	-26%	-$1.94M	0.01%	1167
2025 Q4	$7.33M	Sell	328,652 -290,681	-47%	-$6.52M	0.01%	1003
2025 Q3	$13.8M	Sell	619,333 -40,873	-6%	-$883K	0.02%	730
2025 Q2	$14.3M	Buy	660,206 +4,777	+0.7%	+$103K	0.02%	664
2025 Q1	$14.5M	Buy	655,429 +37,951	+6%	+$860K	0.02%	638
2024 Q4	$14M	Buy	617,478 +17,464	+3%	+$403K	0.02%	628
2024 Q3	$14M	Buy	600,014 +14,203	+2%	+$330K	0.02%	625
2024 Q2	$13.5M	Buy	585,811 +546,624	+1,395%	+$12.5M	0.02%	606
2024 Q1	$903K	Buy	+39,187	New	+$902K	﹤0.01%	1862

Other funds holding PZT

HWAM

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

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MMA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFTS

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

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

HighTower Advisors's PZT Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 26% in Q1 2026, selling an estimated $1.94M and leaving 241,844 shares worth $5.34M. The position accounts for 0.01% of the portfolio, ranked #1167.

HighTower Advisors first reported a position in PZT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.5M in Q1 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

HighTower Advisors held 241,844 shares of Invesco New York AMT-Free Municipal Bond ETF worth $5.34M as of Q1 2026.
HighTower Advisors sold 86,808 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $1.94M.
Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1167 holding.
HighTower Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 9 quarters since.
HighTower Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $14.5M in Q1 2025.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.