Passumpsic Savings Bank’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Passumpsic Savings Bank’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
2025 Q4	$768K	Buy	+34,402	New	+$771K	0.42%	53
2024 Q4	$670K	Hold	29,534	–	–	0.42%	55
2024 Q3	$690K	Hold	29,534	–	–	0.45%	56
2024 Q2	$678K	Hold	29,534	–	–	0.49%	49
2024 Q1	$680K	Buy	+29,534	New	+$680K	0.43%	53

Other funds holding PZT

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HWAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

Passumpsic Savings Bank's PZT Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q4 2025: 34,402 shares worth $768K. The stake represents 0.42% of the portfolio and ranks #53 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in PZT as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in PZT in Q1 2024 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold PZT as of Q4 2025.

Passumpsic Savings Bank held 34,402 shares of Invesco New York AMT-Free Municipal Bond ETF worth $768K as of Q4 2025.
Invesco New York AMT-Free Municipal Bond ETF was a new Passumpsic Savings Bank position in Q4 2025.
Invesco New York AMT-Free Municipal Bond ETF made up 0.42% of Passumpsic Savings Bank's portfolio in Q4 2025, its #53 holding.
Passumpsic Savings Bank first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 5 quarters since.
48 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.