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

Lebenthal Global 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
2021
Q1 		– Sell
-1,300
Closed -$33K – 445
2020
Q4 		$33K Buy
+1,300
New +$33.5K 0.02% 320

Other funds holding PZT

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lebenthal Global Advisors's PZT Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2021, closing a stake of 1,300 shares — an estimated $33K sold.

Lebenthal Global Advisors first reported a position in PZT in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 23 funds tracked by Wall St. Rank hold PZT as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,300 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2021, an estimated $33K.
  • Lebenthal Global Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $33K in Q4 2020.
  • 23 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.