Kestra Advisory Services’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$410K Buy
18,035
+341
+2% +$7.65K ﹤0.01% 2488
2026
Q1
$391K Buy
17,694
+4,593
+35% +$103K ﹤0.01% 2422
2025
Q4
$292K Buy
13,101
+110
+0.8% +$2.47K ﹤0.01% 2564
2025
Q3
$289K Sell
12,991
-8,600
-40% -$186K ﹤0.01% 2476
2025
Q2
$467K Sell
21,591
-15,987
-43% -$346K ﹤0.01% 2015
2025
Q1
$830K Buy
37,578
+6,668
+22% +$151K ﹤0.01% 1498
2024
Q4
$702K Buy
30,910
+16,969
+122% +$391K ﹤0.01% 1638
2024
Q3
$326K Buy
13,941
+5,141
+58% +$119K ﹤0.01% 2039
2024
Q2
$202K Buy
+8,800
New +$201K ﹤0.01% 2406
2021
Q1
Sell
-8,809
Closed -$231K 2018
2020
Q4
$231K Buy
+8,809
New +$227K ﹤0.01% 1626

Other funds holding PZT

Kestra Advisory Services's PZT Position: Q2 2026 in Review

Kestra Advisory Services increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 1.9% in Q2 2026, buying an estimated $7.65K and bringing the position to 18,035 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Kestra Advisory Services first reported a position in PZT in Q4 2020 and has held it in 10 quarters since. The position peaked at $830K in Q1 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Kestra Advisory Services held 18,035 shares of Invesco New York AMT-Free Municipal Bond ETF worth $410K as of Q2 2026.
  • Kestra Advisory Services bought 341 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $7.65K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2488 holding.
  • Kestra Advisory Services first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2020 and has held it in 10 quarters since.
  • Kestra Advisory Services's Invesco New York AMT-Free Municipal Bond ETF position peaked at $830K 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.