Wealthfront Advisers’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Wealthfront Advisers’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	$324K	Sell	14,680 -3,680	-20%	-$82.2K	﹤0.01%	920
2025 Q4	$410K	Sell	18,360 -309	-2%	-$6.93K	﹤0.01%	858
2025 Q3	$415K	Buy	18,669 +6,336	+51%	+$137K	﹤0.01%	845
2025 Q2	$267K	Buy	+12,333	New	+$267K	﹤0.01%	889

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

Wealthfront Advisers's PZT Position: Q1 2026 in Review

Wealthfront Advisers reduced its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 20% in Q1 2026, selling an estimated $82.2K and leaving 14,680 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Wealthfront Advisers first reported a position in PZT in Q2 2025 and has held it in 4 quarters since. The position peaked at $415K in Q3 2025. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Wealthfront Advisers held 14,680 shares of Invesco New York AMT-Free Municipal Bond ETF worth $324K as of Q1 2026.
Wealthfront Advisers sold 3,680 Invesco New York AMT-Free Municipal Bond ETF shares in Q1 2026, an estimated $82.2K.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #920 holding.
Wealthfront Advisers first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 4 quarters since.
Wealthfront Advisers's Invesco New York AMT-Free Municipal Bond ETF position peaked at $415K in Q3 2025.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.