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Root Financial Partners’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Root Financial Partners’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 		$45.4K Buy
2,055
+225
+12% +$5.03K ﹤0.01% 914
2025
Q4 		$40.8K Hold
1,830
– – ﹤0.01% 804
2025
Q3 		$40.7K Buy
+1,830
New +$39.5K ﹤0.01% 748

Other funds holding PZT

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
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
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
NA
Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Root Financial Partners's PZT Position: Q1 2026 in Review

Root Financial Partners increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 12% in Q1 2026, buying an estimated $5.03K and bringing the position to 2,055 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Root Financial Partners first reported a position in PZT in Q3 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

  • Root Financial Partners held 2,055 shares of Invesco New York AMT-Free Municipal Bond ETF worth $45.4K as of Q1 2026.
  • Root Financial Partners bought 225 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $5.03K.
  • Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #914 holding.
  • Root Financial Partners first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.