Vectors Research Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Vectors Research Management’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
2022 Q3	–	Sell	-2,033	Closed	-$46K	–	399
2022 Q2	$46K	Buy	2,033 +8	+0.4%	+$182	0.01%	232
2022 Q1	$48K	Buy	2,025 +28	+1%	+$700	0.01%	231
2021 Q4	$52K	Buy	1,997 +18	+0.9%	+$469	0.01%	257
2021 Q3	$51K	Buy	1,979 +39	+2%	+$1.03K	0.01%	233
2021 Q2	$51K	Buy	1,940 +230	+13%	+$6.03K	0.01%	239
2021 Q1	$44K	Buy	1,710 +39	+2%	+$1.01K	0.01%	230
2020 Q4	$44K	Buy	1,671 +371	+29%	+$9.55K	0.01%	211
2020 Q3	$33K	Buy	+1,300	New	+$33.5K	0.01%	203

Other funds holding PZT

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

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vectors Research Management's PZT Position: Q3 2022 in Review

Vectors Research Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2022, closing a stake of 2,033 shares — an estimated $46K sold.

Vectors Research Management first reported a position in PZT in Q3 2020 and held it in 8 quarters. The position peaked at $52K in Q4 2021. 29 funds tracked by Wall St. Rank hold PZT as of Q3 2022.

Vectors Research Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 2,033 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $46K.
Vectors Research Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q3 2020 and held it in 8 quarters.
Vectors Research Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $52K in Q4 2021.
29 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.