UBS AM
PZT icon

UBS AM’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

UBS AM’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
-29,075
Closed -$642K – 3836
2026
Q1 		$642K Buy
+29,075
New +$650K ﹤0.01% 2485

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

UBS AM's PZT Position: Q2 2026 in Review

UBS AM sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q2 2026, closing a stake of 29,075 shares — an estimated $642K sold.

UBS AM first reported a position in PZT in Q1 2026 and held it in 1 quarter. The position peaked at $642K in Q1 2026. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

  • UBS AM reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q2 2026 after selling out during the quarter.
  • UBS AM sold 29,075 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $642K.
  • UBS AM first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2026 and held it in 1 quarter.
  • UBS AM's Invesco New York AMT-Free Municipal Bond ETF position peaked at $642K 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 UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.