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

Northwestern Mutual 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
2026 Q1	–	Sell	-238	Closed	-$5.31K	–	4409
2025 Q4	$5.31K	Buy	+238	New	+$5.34K	﹤0.01%	3211
2022 Q4	–	Sell	-5,088	Closed	-$109K	–	3448
2022 Q3	$109K	Buy	5,088 +4,372	+611%	+$98.7K	﹤0.01%	1615
2022 Q2	$16K	Hold	716	–	–	﹤0.01%	2354
2022 Q1	$17K	Buy	716 +3	+0.4%	+$75	﹤0.01%	2370
2021 Q4	$19K	Buy	713 +7	+1%	+$182	﹤0.01%	2360
2021 Q3	$18K	Buy	+706	New	+$18.6K	﹤0.01%	2262
2015 Q2	–	Sell	-2,065	Closed	-$51K	–	1589
2015 Q1	$51K	Buy	+2,065	New	+$50.6K	﹤0.01%	648

Other funds holding PZT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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 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

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Northwestern Mutual Wealth Management's PZT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2026, closing a stake of 238 shares — an estimated $5.31K sold.

Northwestern Mutual Wealth Management first reported a position in PZT in Q1 2015 and held it in 7 quarters. The position peaked at $109K in Q3 2022. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 238 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $5.31K.
Northwestern Mutual Wealth Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2015 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $109K in Q3 2022.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.