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

Kestra Advisory Services’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	$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

HWAM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Kestra Advisory Services's PZT Position: Q1 2026 in Review

Kestra Advisory Services increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 35% in Q1 2026, buying an estimated $103K and bringing the position to 17,694 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Kestra Advisory Services first reported a position in PZT in Q4 2020 and has held it in 9 quarters since. The position peaked at $830K in Q1 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Kestra Advisory Services held 17,694 shares of Invesco New York AMT-Free Municipal Bond ETF worth $391K as of Q1 2026.
Kestra Advisory Services bought 4,593 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $103K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2422 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 9 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 Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.