WQ
PZT icon

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

Wealth Quarterback’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
2021
Q3 		$20K Buy
733
+4
+0.5% +$106 0.01% 358
2021
Q2 		$20K Buy
+729
New +$19.1K 0.01% 354
2020
Q2 		– Sell
-706
Closed -$17.7K – 599
2020
Q1 		$17.7K Buy
706
+5
+0.7% +$127 0.02% 362
2019
Q4 		$17.8K Buy
+701
New +$17.8K 0.02% 377

Other funds holding PZT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMG
Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Quarterback's PZT Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 0.55% in Q3 2021, buying an estimated $106 and bringing the position to 733 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #358.

Wealth Quarterback first reported a position in PZT in Q4 2019 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold PZT as of Q3 2021.

  • Wealth Quarterback held 733 shares of Invesco New York AMT-Free Municipal Bond ETF worth $20K as of Q3 2021.
  • Wealth Quarterback bought 4 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2021, an estimated $106.
  • Invesco New York AMT-Free Municipal Bond ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #358 holding.
  • Wealth Quarterback first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2019 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.