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

Stratos Wealth 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	$938K	Buy	42,504 +11,500	+37%	+$257K	0.01%	817
2025 Q4	$692K	Buy	31,004 +6,359	+26%	+$143K	0.01%	913
2025 Q3	$548K	Buy	24,645 +7,626	+45%	+$165K	0.01%	977
2025 Q2	$368K	Sell	17,019 -20,171	-54%	-$437K	0.01%	1053
2025 Q1	$822K	Buy	37,190 +10,010	+37%	+$227K	0.01%	731
2024 Q4	$617K	Buy	27,180 +14,364	+112%	+$331K	0.01%	852
2024 Q3	$299K	Hold	12,816	–	–	﹤0.01%	1150
2024 Q2	$294K	Hold	12,816	–	–	﹤0.01%	1094
2024 Q1	$295K	Buy	12,816 +1,079	+9%	+$24.8K	﹤0.01%	1108
2023 Q4	$271K	Buy	+11,737	New	+$256K	0.01%	1130

Other funds holding PZT

HWAM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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 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

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Stratos Wealth Partners's PZT Position: Q1 2026 in Review

Stratos Wealth Partners increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 37% in Q1 2026, buying an estimated $257K and bringing the position to 42,504 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #817.

Stratos Wealth Partners first reported a position in PZT in Q4 2023 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Stratos Wealth Partners held 42,504 shares of Invesco New York AMT-Free Municipal Bond ETF worth $938K as of Q1 2026.
Stratos Wealth Partners bought 11,500 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $257K.
Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #817 holding.
Stratos Wealth Partners first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2023 and has held it in 10 quarters since.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.