LPL Financial’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 | $4.13M | Buy |
181,469
+11,291
| +7% | +$253K | ﹤0.01% | 2972 |
|
|
2026
Q1 | $3.76M | Buy |
170,178
+9,517
| +6% | +$213K | ﹤0.01% | 2894 |
|
|
2025
Q4 | $3.58M | Buy |
160,661
+26,618
| +20% | +$597K | ﹤0.01% | 2845 |
|
|
2025
Q3 | $2.98M | Buy |
134,043
+40,717
| +44% | +$880K | ﹤0.01% | 2953 |
|
|
2025
Q2 | $2.02M | Sell |
93,326
-5,086
| -5% | -$110K | ﹤0.01% | 3110 |
|
|
2025
Q1 | $2.17M | Sell |
98,412
-19,635
| -17% | -$445K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $2.68M | Buy |
118,047
+14,316
| +14% | +$330K | ﹤0.01% | 2598 |
|
|
2024
Q3 | $2.42M | Sell |
103,731
-1,828
| -2% | -$42.5K | ﹤0.01% | 2548 |
|
|
2024
Q2 | $2.42M | Buy |
105,559
+6,431
| +6% | +$147K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $2.28M | Buy |
99,128
+13,395
| +16% | +$308K | ﹤0.01% | 2428 |
|
|
2023
Q4 | $1.98M | Sell |
85,733
-9,731
| -10% | -$213K | ﹤0.01% | 2411 |
|
|
2023
Q3 | $2.03M | Buy |
95,464
+13,786
| +17% | +$307K | ﹤0.01% | 2270 |
|
|
2023
Q2 | $1.86M | Buy |
81,678
+18,818
| +30% | +$427K | ﹤0.01% | 2316 |
|
|
2023
Q1 | $1.43M | Buy |
62,860
+1,272
| +2% | +$28.7K | ﹤0.01% | 2451 |
|
|
2022
Q4 | $1.36M | Sell |
61,588
-2,466
| -4% | -$53.6K | ﹤0.01% | 2397 |
|
|
2022
Q3 | $1.37M | Buy |
64,054
+8,922
| +16% | +$202K | ﹤0.01% | 2289 |
|
|
2022
Q2 | $1.24M | Buy |
55,132
+17,386
| +46% | +$396K | ﹤0.01% | 2404 |
|
|
2022
Q1 | $902K | Buy |
37,746
+4,269
| +13% | +$107K | ﹤0.01% | 2692 |
|
|
2021
Q4 | $874K | Buy |
33,477
+3,003
| +10% | +$78.2K | ﹤0.01% | 2778 |
|
|
2021
Q3 | $792K | Buy |
30,474
+1,733
| +6% | +$45.7K | ﹤0.01% | 2814 |
|
|
2021
Q2 | $757K | Buy |
28,741
+1,827
| +7% | +$47.9K | ﹤0.01% | 2804 |
|
|
2021
Q1 | $692K | Buy |
26,914
+1,122
| +4% | +$29.2K | ﹤0.01% | 2735 |
|
|
2020
Q4 | $674K | Buy |
25,792
+2,317
| +10% | +$59.7K | ﹤0.01% | 2493 |
|
|
2020
Q3 | $599K | Buy |
23,475
+4,909
| +26% | +$127K | ﹤0.01% | 2324 |
|
|
2020
Q2 | $474K | Buy |
18,566
+1,745
| +10% | +$43.6K | ﹤0.01% | 2435 |
|
|
2020
Q1 | $422K | Buy |
16,821
+3,741
| +29% | +$94.9K | ﹤0.01% | 2206 |
|
|
2019
Q4 | $332K | Buy |
13,080
+410
| +3% | +$10.4K | ﹤0.01% | 2696 |
|
|
2019
Q3 | $322K | Hold |
12,670
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q2 | $318K | Buy |
+12,670
| New | +$315K | ﹤0.01% | 2652 |
|
|
2018
Q3 | – | Sell |
-8,596
| Closed | -$206K | – | 3295 |
|
|
2018
Q2 | $206K | Sell |
8,596
-750
| -8% | -$18K | ﹤0.01% | 2960 |
|
|
2018
Q1 | $224K | Buy |
+9,346
| New | +$226K | ﹤0.01% | 2867 |
|
Other funds holding PZT
LPL Financial's PZT Position: Q2 2026 in Review
LPL Financial increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 6.6% in Q2 2026, buying an estimated $253K and bringing the position to 181,469 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2972.
LPL Financial first reported a position in PZT in Q1 2018 and has held it in 31 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.
- LPL Financial held 181,469 shares of Invesco New York AMT-Free Municipal Bond ETF worth $4.13M as of Q2 2026.
- LPL Financial bought 11,291 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $253K.
- Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2972 holding.
- LPL Financial first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2018 and has held it in 31 quarters since.
- 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.