MML Investors Services
PZT icon

MML Investors Services’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

MML Investors Services’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 		$789K Sell
35,758
-525
-1% -$11.7K ﹤0.01% 1926
2025
Q4 		$810K Buy
36,283
+2,859
+9% +$64.1K ﹤0.01% 1945
2025
Q3 		$743K Buy
33,424
+3,552
+12% +$76.8K ﹤0.01% 1918
2025
Q2 		$646K Sell
29,872
-580
-2% -$12.6K ﹤0.01% 1930
2025
Q1 		$673K Sell
30,452
-103
-0.3% -$2.33K ﹤0.01% 1818
2024
Q4 		$694K Buy
30,555
+1,117
+4% +$25.8K ﹤0.01% 1733
2024
Q3 		$687K Sell
29,438
-242
-0.8% -$5.63K ﹤0.01% 1674
2024
Q2 		$681K Buy
29,680
+87
+0.3% +$1.99K ﹤0.01% 1607
2024
Q1 		$682K Sell
29,593
-255
-0.9% -$5.87K ﹤0.01% 1630
2023
Q4 		$690K Sell
29,848
-943
-3% -$20.6K ﹤0.01% 1570
2023
Q3 		$654K Sell
30,791
-523
-2% -$11.7K ﹤0.01% 1474
2023
Q2 		$712K Buy
31,314
+1,226
+4% +$27.8K ﹤0.01% 1419
2023
Q1 		$685K Sell
30,088
-3,196
-10% -$72.1K ﹤0.01% 1253
2022
Q4 		$737K Buy
+33,284
New +$724K ﹤0.01% 1309

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

MML Investors Services's PZT Position: Q1 2026 in Review

MML Investors Services reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 1.4% in Q1 2026, selling an estimated $11.7K and leaving 35,758 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

MML Investors Services first reported a position in PZT in Q4 2022 and has held it in 14 quarters since. The position peaked at $810K in Q4 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

  • MML Investors Services held 35,758 shares of Invesco New York AMT-Free Municipal Bond ETF worth $789K as of Q1 2026.
  • MML Investors Services sold 525 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $11.7K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1926 holding.
  • MML Investors Services first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • MML Investors Services's Invesco New York AMT-Free Municipal Bond ETF position peaked at $810K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.