MinichMacGregor Wealth Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

MinichMacGregor Wealth Management’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
2023 Q1	–	Sell	-1,200	Closed	-$26.6K	–	504
2022 Q4	$26.6K	Buy	+1,200	New	+$26.1K	0.01%	259
2018 Q4	–	Sell	-1,200	Closed	-$28K	–	406
2018 Q3	$28K	Hold	1,200	–	–	0.02%	177
2018 Q2	$28K	Buy	+1,200	New	+$28.7K	0.02%	174

Other funds holding PZT

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MinichMacGregor Wealth Management's PZT Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2023, closing a stake of 1,200 shares — an estimated $26.6K sold.

MinichMacGregor Wealth Management first reported a position in PZT in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 36 funds tracked by Wall St. Rank hold PZT as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,200 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $26.6K.
MinichMacGregor Wealth Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $28K in Q3 2018.
36 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.