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Orion Portfolio Solutions’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-9,803
Closed -$223K – 1673
2023
Q1 		$223K Buy
+9,803
New +$221K ﹤0.01% 1467

Other funds holding PZT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Orion Portfolio Solutions's PZT Position: Q2 2023 in Review

Orion Portfolio Solutions sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2023, closing a stake of 9,803 shares — an estimated $223K sold.

Orion Portfolio Solutions first reported a position in PZT in Q1 2023 and held it in 1 quarter. The position peaked at $223K in Q1 2023. 33 funds tracked by Wall St. Rank hold PZT as of Q2 2023.

  • Orion Portfolio Solutions reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,803 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2023, an estimated $223K.
  • Orion Portfolio Solutions first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco New York AMT-Free Municipal Bond ETF position peaked at $223K in Q1 2023.
  • 33 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2023.

Based on Orion Portfolio Solutions's 13F filing for Q2 2023, filed 14 Aug 2023.