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Invesco New York Amt-Free MU (PZT)

CUSIP: 46138E529 | NYSE | 110 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.319,267
0.2% of portfolio›$6.6M
American Financial & TAX Strategies Inc76,674
0.7% of portfolio›$1.6M
SAX Wealth Advisors, LLC48,751
0.0% of portfolio›$1.0M
Commonwealth Equity Services, LLC33,830
0.0% of portfolio›$696.2K
Layline Advisors, LLC28,118
0.5% of portfolio›$578.7K
Gerber Kawasaki Wealth & Investment Management21,843
0.0% of portfolio›$449.5K
Cambridge Investment Research Advisors, Inc.19,231
0.0% of portfolio›$396.0K
Kestra Advisory Services, LLC15,996
0.0% of portfolio›$329.2K
Bank of New York Mellon Corp11,444
0.0% of portfolio›$235.5K
Root Financial Partners, LLC8,847
0.0% of portfolio›$182.1K
Silver Grove Financial Group, Inc.2,462
0.0% of portfolio›$50.7K
Gamma Investing LLC1,079
0.0% of portfolio›$22.2K
Jacobi Capital Management LLC157
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
319,267$6.6M0.2%ValueMediumParsippany, NJ2026-10-13
American Financial & TAX Strategies Inc
76,674$1.6M0.7%ETFVery LowNew York, NY2026-10-16
SAX Wealth Advisors, LLC
48,751$1.0M0.0%ETFVery LowParsippany, NJ2026-10-13
Commonwealth Equity Services, LLC
33,830$696.2K0.0%ETFLowWaltham, MA2026-11-02
Layline Advisors, LLC
28,118$578.7K0.5%ETFLowRochester, NY2026-11-02
Gerber Kawasaki Wealth & Investment Management
21,843$449.5K0.0%ETFLowSanta Monica, CA2026-10-29
Cambridge Investment Research Advisors, Inc.
19,231$396.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
15,996$329.2K0.0%CoreLowAustin, TX2026-11-02
Bank of New York Mellon Corp
11,444$235.5K0.0%CoreLowNew York, NY2026-11-05
Root Financial Partners, LLC
8,847$182.1K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
2,462$50.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Gamma Investing LLC
1,079$22.2K0.0%IndexVery LowFoster City, CA2026-10-08
Jacobi Capital Management LLC
157$3.2K0.0%CoreLowPittston, PA2026-11-05