Princeton Global Asset Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Princeton Global Asset 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
2020 Q3	–	Sell	-26,199	Closed	-$669K	–	514
2020 Q2	$669K	Buy	26,199 +13,594	+108%	+$340K	0.21%	121
2020 Q1	$316K	Buy	+12,605	New	+$320K	0.14%	136

Other funds holding PZT

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Princeton Global Asset Management's PZT Position: Q3 2020 in Review

Princeton Global Asset Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2020, closing a stake of 26,199 shares — an estimated $669K sold.

Princeton Global Asset Management first reported a position in PZT in Q1 2020 and held it in 2 quarters. The position peaked at $669K in Q2 2020. 21 funds tracked by Wall St. Rank hold PZT as of Q3 2020.

Princeton Global Asset Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2020 after selling out during the quarter.
Princeton Global Asset Management sold 26,199 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2020, an estimated $669K.
Princeton Global Asset Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2020 and held it in 2 quarters.
Princeton Global Asset Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $669K in Q2 2020.
21 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2020.

Based on Princeton Global Asset Management's 13F filing for Q3 2020, filed 27 Oct 2020.