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Mustico Financial Group’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Mustico Financial Group’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 		$296K Buy
13,369
+2,211
+20% +$49.6K 0.19% 38
2026
Q1 		$250K Buy
11,158
+1,776
+19% +$39.7K 0.17% 41
2025
Q4 		$211K Hold
9,382
– – 0.16% 41
2025
Q3 		$209K Buy
+9,382
New +$203K 0.21% 36

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

Mustico Financial Group's PZT Position: Q2 2026 in Review

Mustico Financial Group increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 20% in Q2 2026, buying an estimated $49.6K and bringing the position to 13,369 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #38.

Mustico Financial Group first reported a position in PZT in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Mustico Financial Group held 13,369 shares of Invesco New York AMT-Free Municipal Bond ETF worth $296K as of Q2 2026.
  • Mustico Financial Group bought 2,211 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $49.6K.
  • Invesco New York AMT-Free Municipal Bond ETF made up 0.19% of Mustico Financial Group's portfolio in Q2 2026, its #38 holding.
  • Mustico Financial Group first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.