Mariner
PZT icon

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

Mariner’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 		– Sell
-10,199
Closed -$228K – 3767
2025
Q4 		$228K Hold
10,199
– – ﹤0.01% 3077
2025
Q3 		$227K Sell
10,199
-1,224
-11% -$26.4K ﹤0.01% 3063
2025
Q2 		$247K Sell
11,423
-2,214
-16% -$48K ﹤0.01% 2885
2025
Q1 		$301K Buy
13,637
+5
+0% +$113 ﹤0.01% 2619
2024
Q4 		$309K Sell
13,632
-6,476
-32% -$149K ﹤0.01% 2597
2024
Q3 		$470K Buy
20,108
+6,483
+48% +$151K ﹤0.01% 2176
2024
Q2 		$313K Buy
13,625
+790
+6% +$18.1K ﹤0.01% 2419
2024
Q1 		$296K Buy
12,835
+1,785
+16% +$41.1K ﹤0.01% 2442
2023
Q4 		$255K Buy
+11,050
New +$241K ﹤0.01% 2486
2022
Q4 		– Sell
-12,977
Closed -$277K – 2821
2022
Q3 		$277K Sell
12,977
-13,696
-51% -$309K ﹤0.01% 1831
2022
Q2 		$601K Buy
+26,673
New +$608K ﹤0.01% 1061

Other funds holding PZT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
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
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
NA
Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Mariner's PZT Position: Q1 2026 in Review

Mariner sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2026, closing a stake of 10,199 shares — an estimated $228K sold.

Mariner first reported a position in PZT in Q2 2022 and held it in 11 quarters. The position peaked at $601K in Q2 2022. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

  • Mariner reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 10,199 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $228K.
  • Mariner first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2022 and held it in 11 quarters.
  • Mariner's Invesco New York AMT-Free Municipal Bond ETF position peaked at $601K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.