PFG Investments’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

PFG Investments’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	$262K	Buy	+11,537	New	+$259K	0.01%	1027
2025 Q4	–	Sell	-11,785	Closed	-$262K	–	1202
2025 Q3	$262K	Buy	11,785 +1,742	+17%	+$37.6K	0.01%	852
2025 Q2	$217K	Buy	+10,043	New	+$218K	0.01%	882

Other funds holding PZT

HWAM

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

MMA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

PFG Investments's PZT Position: Q2 2026 in Review

PFG Investments opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026: 11,537 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: PFG Investments previously reported a position in PZT as recently as Q3 2025.

PFG Investments first reported a position in PZT in Q2 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

PFG Investments held 11,537 shares of Invesco New York AMT-Free Municipal Bond ETF worth $262K as of Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new PFG Investments position in Q2 2026.
Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1027 holding.
PFG Investments first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 3 quarters since.
13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.