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

Tompkins Financial’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
2024
Q3 		– Sell
-693
Closed -$15.9K – 615
2024
Q2 		$15.9K Hold
693
– – ﹤0.01% 453
2024
Q1 		$16K Buy
+693
New +$16K ﹤0.01% 456

Other funds holding PZT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Tompkins Financial's PZT Position: Q3 2024 in Review

Tompkins Financial sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2024, closing a stake of 693 shares — an estimated $15.9K sold.

Tompkins Financial first reported a position in PZT in Q1 2024 and held it in 2 quarters. The position peaked at $16K in Q1 2024. 41 funds tracked by Wall St. Rank hold PZT as of Q3 2024.

  • Tompkins Financial reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 693 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2024, an estimated $15.9K.
  • Tompkins Financial first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and held it in 2 quarters.
  • Tompkins Financial's Invesco New York AMT-Free Municipal Bond ETF position peaked at $16K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.