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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
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
NA
Note Advisors Buffalo, New York $231M AUM 15.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Root Financial Partners's PZT Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026, closing a stake of 2,055 shares — an estimated $45.4K sold.

Root Financial Partners first reported a position in PZT in Q3 2025 and held it in 3 quarters. The position peaked at $45.4K in Q1 2026. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,055 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $45.4K.
  • Root Financial Partners first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Invesco New York AMT-Free Municipal Bond ETF position peaked at $45.4K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.