Jeff Yass’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Jeff Yass’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	$281K	Buy	+12,340	New	+$277K	﹤0.01%	11202
2026 Q1	–	Sell	-51,345	Closed	-$1.15M	–	13921
2025 Q4	$1.15M	Buy	51,345 +29,812	+138%	+$668K	﹤0.01%	6881
2025 Q3	$479K	Sell	21,533 -3,414	-14%	-$73.8K	﹤0.01%	9051
2025 Q2	$540K	Buy	+24,947	New	+$540K	﹤0.01%	9001
2023 Q1	–	Sell	-25,198	Closed	-$558K	–	13304
2022 Q4	$558K	Buy	+25,198	New	+$548K	﹤0.01%	7577
2022 Q2	–	Sell	-55,662	Closed	-$1.33M	–	13737
2022 Q1	$1.33M	Buy	+55,662	New	+$1.39M	﹤0.01%	6425
2021 Q2	–	Sell	-18,929	Closed	-$487K	–	13120
2021 Q1	$487K	Sell	18,929 -2,273	-11%	-$59.1K	﹤0.01%	9528
2020 Q4	$554K	Buy	+21,202	New	+$546K	﹤0.01%	8059
2019 Q4	–	Sell	-12,801	Closed	-$326K	–	10441
2019 Q3	$326K	Buy	+12,801	New	+$325K	﹤0.01%	8120
2019 Q2	–	Sell	-12,304	Closed	-$302K	–	10715
2019 Q1	$302K	Sell	12,304 -21,725	-64%	-$523K	﹤0.01%	7200
2018 Q4	$810K	Buy	+34,029	New	+$801K	﹤0.01%	5086
2018 Q3	–	Sell	-115,340	Closed	-$2.76M	–	10040
2018 Q2	$2.76M	Buy	115,340 +78,816	+216%	+$1.89M	﹤0.01%	3498
2018 Q1	$876K	Buy	+36,524	New	+$882K	﹤0.01%	5526
2016 Q4	–	Sell	-30,861	Closed	-$774K	–	10036
2016 Q3	$774K	Sell	30,861 -9,147	-23%	-$231K	﹤0.01%	5281
2016 Q2	$1.02M	Buy	+40,008	New	+$1M	﹤0.01%	4846
2016 Q1	–	Sell	-8,445	Closed	-$205K	–	9530
2015 Q4	$205K	Buy	+8,445	New	+$204K	﹤0.01%	8382
2015 Q1	–	Sell	-18,066	Closed	-$442K	–	9833
2014 Q4	$442K	Sell	18,066 -31,047	-63%	-$753K	﹤0.01%	7455
2014 Q3	$1.19M	Sell	49,113 -5,909	-11%	-$141K	﹤0.01%	5611
2014 Q2	$1.32M	Buy	55,022 +10,144	+23%	+$239K	﹤0.01%	5462
2014 Q1	$1.04M	Buy	+44,878	New	+$1.02M	﹤0.01%	5461
2013 Q3	–	Sell	-70,824	Closed	-$1.64M	–	8693
2013 Q2	$1.64M	Buy	+70,824	New	+$1.71M	﹤0.01%	4217

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Jeff Yass's PZT Position: Q2 2026 in Review

Jeff Yass opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026: 12,340 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #11202 among its holdings. This is a return to the name: Jeff Yass previously reported a position in PZT as recently as Q4 2025.

Jeff Yass first reported a position in PZT in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.76M in Q2 2018. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

Jeff Yass held 12,340 shares of Invesco New York AMT-Free Municipal Bond ETF worth $281K as of Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new Jeff Yass position in Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11202 holding.
Jeff Yass first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2013 and has held it in 21 quarters since.
Jeff Yass's Invesco New York AMT-Free Municipal Bond ETF position peaked at $2.76M in Q2 2018.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.