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 Q3	$182K	Buy	+8,847	New	+$193K	0.01%	478
2026 Q2	–	Sell	-2,055	Closed	-$45.4K	–	2495
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Root Financial Partners's PZT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2026: 8,847 shares worth $182K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PZT as recently as Q1 2026.

Root Financial Partners first reported a position in PZT in Q3 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold PZT as of Q3 2026.

Root Financial Partners held 8,847 shares of Invesco New York AMT-Free Municipal Bond ETF worth $182K as of Q3 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new Root Financial Partners position in Q3 2026.
Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #478 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 4 quarters since.
5 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.