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

IFP 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
2024
Q4 		– Sell
-1,727
Closed -$40.3K – 4651
2024
Q3 		$40.3K Hold
1,727
– – ﹤0.01% 1829
2024
Q2 		$39.7K Hold
1,727
– – ﹤0.01% 1769
2024
Q1 		$39.8K Hold
1,727
– – ﹤0.01% 1680
2023
Q4 		$39.9K Hold
1,727
– – ﹤0.01% 1632
2023
Q3 		$36.7K Hold
1,727
– – ﹤0.01% 1682
2023
Q2 		$39.3K Hold
1,727
– – ﹤0.01% 1713
2023
Q1 		$41.5K Hold
1,727
– – ﹤0.01% 1663
2022
Q4 		$42K Hold
1,727
– – ﹤0.01% 2360
2022
Q3 		$42K Hold
1,727
– – ﹤0.01% 2509
2022
Q2 		$42K Hold
1,727
– – ﹤0.01% 2292
2022
Q1 		$42K Buy
1,727
+221
+15% +$5.52K ﹤0.01% 2292
2021
Q4 		$39K Hold
1,506
– – ﹤0.01% 1652
2021
Q3 		$39K Hold
1,506
– – ﹤0.01% 1685
2021
Q2 		$40K Buy
+1,506
New +$39.5K ﹤0.01% 1623
2018
Q4 		– Sell
-5,525
Closed -$130K – 3800
2018
Q3 		$130K Hold
5,525
– – 0.01% 1323
2018
Q2 		$132K Sell
5,525
-1,275
-19% -$30.5K 0.01% 1324
2018
Q1 		$168K Hold
6,800
– – 0.01% 1068
2017
Q4 		$168K Hold
6,800
– – 0.01% 1075
2017
Q3 		$166K Hold
6,800
– – 0.01% 1256
2017
Q2 		$166K Hold
6,800
– – 0.01% 1236
2017
Q1 		$164K Hold
6,800
– – 0.01% 1220
2016
Q4 		$163K Hold
6,800
– – 0.01% 1162
2016
Q3 		$171K Hold
6,800
– – 0.01% 1079
2016
Q2 		$173K Buy
+6,800
New +$170K 0.01% 1046

Other funds holding PZT

HighTower Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
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

IFP Advisors's PZT Position: Q4 2024 in Review

IFP Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q4 2024, closing a stake of 1,727 shares — an estimated $40.3K sold.

IFP Advisors first reported a position in PZT in Q2 2016 and held it in 24 quarters. The position peaked at $173K in Q2 2016. 41 funds tracked by Wall St. Rank hold PZT as of Q4 2024.

  • IFP Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q4 2024 after selling out during the quarter.
  • IFP Advisors sold 1,727 Invesco New York AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $40.3K.
  • IFP Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2016 and held it in 24 quarters.
  • IFP Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $173K in Q2 2016.
  • 41 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.