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

NewEdge 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
2023
Q1 		– Sell
-1,115
Closed -$24.7K – 3973
2022
Q4 		$24.7K Buy
+1,115
New +$24.3K ﹤0.01% 2047

Other funds holding PZT

FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Jane Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NewEdge Advisors's PZT Position: Q1 2023 in Review

NewEdge Advisors sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2023, closing a stake of 1,115 shares — an estimated $24.7K sold.

NewEdge Advisors first reported a position in PZT in Q4 2022 and held it in 1 quarter. The position peaked at $24.7K in Q4 2022. 36 funds tracked by Wall St. Rank hold PZT as of Q1 2023.

  • NewEdge Advisors reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 1,115 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2023, an estimated $24.7K.
  • NewEdge Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Invesco New York AMT-Free Municipal Bond ETF position peaked at $24.7K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.