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
Q2 		$220K Buy
9,661
+560
+6% +$12.6K ﹤0.01% 3149
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
NA
Note Advisors Buffalo, New York $231M AUM 15.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Mercer Global Advisors's PZT Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 6.2% in Q2 2026, buying an estimated $12.6K and bringing the position to 9,661 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Mercer Global Advisors first reported a position in PZT in Q4 2024 and has held it in 5 quarters since. The position peaked at $471K in Q4 2024. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Mercer Global Advisors held 9,661 shares of Invesco New York AMT-Free Municipal Bond ETF worth $220K as of Q2 2026.
  • Mercer Global Advisors bought 560 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $12.6K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3149 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 5 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 Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.