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 Q2	$4.08M	Sell	179,547 -62,297	-26%	-$1.4M	﹤0.01%	1370
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MMA

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

Note Advisors Buffalo, New York $231M AUM 15.14% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HighTower Advisors's PZT Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 26% in Q2 2026, selling an estimated $1.4M and leaving 179,547 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

HighTower Advisors first reported a position in PZT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.5M in Q1 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

HighTower Advisors held 179,547 shares of Invesco New York AMT-Free Municipal Bond ETF worth $4.08M as of Q2 2026.
HighTower Advisors sold 62,297 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $1.4M.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1370 holding.
HighTower Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 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 Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.