Mercer Global Advisors
PZT icon

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

Mercer 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
2026
Q1 		$201K Buy
+9,101
New +$203K ﹤0.01% 2832
2025
Q3 		– Sell
-16,673
Closed -$361K – 2721
2025
Q2 		$361K Sell
16,673
-4,179
-20% -$90.5K ﹤0.01% 1750
2025
Q1 		$461K Buy
20,852
+92
+0.4% +$2.08K ﹤0.01% 1518
2024
Q4 		$471K Buy
+20,760
New +$479K ﹤0.01% 1476

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

Mercer Global Advisors's PZT Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2026: 9,101 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #2832 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in PZT as recently as Q2 2025.

Mercer Global Advisors first reported a position in PZT in Q4 2024 and has held it in 4 quarters since. The position peaked at $471K in Q4 2024. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

  • Mercer Global Advisors held 9,101 shares of Invesco New York AMT-Free Municipal Bond ETF worth $201K as of Q1 2026.
  • Invesco New York AMT-Free Municipal Bond ETF was a new Mercer Global Advisors position in Q1 2026.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2832 holding.
  • Mercer Global Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Mercer Global Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $471K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.