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Invesco New York Amt-Free MU (PZT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares319,267 from 353,654
Change-34,387 (-10%)
Value$6.6M (-$1.5M)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares268,445 from 181,469
Change+86,976 (+48%)
Value$5.5M (+$1.4M)
Filed 2026-11-06
American Financial & TAX Strategies Inc
UNCHANGED
Shares76,674 from 76,674
Change0 (0%)
Value$1.6M (-$165.2K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
INCREASED
Shares48,751 from 43,231
Change+5,520 (+13%)
Value$1.0M (+$49.2K)
Filed 2026-10-13
Tortoise Investment Management, LLC
DECREASED
Shares39,507 from 70,547
Change-31,040 (-44%)
Value$813.1K (-$790.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares33,830 from 36,193
Change-2,363 (-7%)
Value$696.2K (-$126.6K)
Filed 2026-11-02
Layline Advisors, LLC
INCREASED
Shares28,118 from 21,941
Change+6,177 (+28%)
Value$578.7K (+$79.8K)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares21,843 from 12,813
Change+9,030 (+70%)
Value$449.5K (+$158.2K)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares19,231 from 19,112
Change+119 (+1%)
Value$396.0K (-$39.0K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares15,996 from 18,035
Change-2,039 (-11%)
Value$329.2K (-$80.8K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares11,444 from 10,373
Change+1,071 (+10%)
Value$235.5K (-$309)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares8,847
Change+8,847
Value$182.1K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
NEW
Shares2,462
Change+2,462
Value$50.7K
Filed 2026-11-05
Gamma Investing LLC
DECREASED
Shares1,079 from 1,203
Change-124 (-10%)
Value$22.2K (-$5.1K)
Filed 2026-10-08
Jacobi Capital Management LLC
NEW
Shares157
Change+157
Value$3.2K
Filed 2026-11-05
Mcdonald Partners LLC
CLOSED
Shares0 from 12,342
Change-12,342 (-100%)
Value$0 (-$280.6K)
Filed 2026-11-03
Valicenti Advisory Services Inc
CLOSED
Shares0 from 9,281
Change-9,281 (-100%)
Value$0 (-$211)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 8,900
Change-8,900 (-100%)
Value$0 (-$202.3K)
Filed 2026-10-26
Assetmark, Inc
CLOSED
Shares0 from 1,232
Change-1,232 (-100%)
Value$0 (-$28.0K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 266,661
Change-266,661 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 223,354
Change-223,354 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 179,547
Change-179,547 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 160,229
Change-160,229 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 113,348
Change-113,348 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 81,448
Change-81,448 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 50,852
Change-50,852 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,982
Change-49,982 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 49,048
Change-49,048 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 46,092
Change-46,092 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,794
Change-39,794 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,501
Change-37,501 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 36,986
Change-36,986 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 31,330
Change-31,330 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 27,625
Change-27,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 24,730
Change-24,730 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 15,767
Change-15,767 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 14,073
Change-14,073 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,577
Change-13,577 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 13,369
Change-13,369 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 12,578
Change-12,578 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,340
Change-12,340 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10,300
Change-10,300 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 9,661
Change-9,661 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 8,547
Change-8,547 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
DECREASED319,267353,654-34,387-10%$8.0M$6.6M-$1.5M2026-10-13
LPL Financial LLC
INCREASED268,445181,469+86,976+48%$4.1M$5.5M+$1.4M2026-11-06
American Financial & TAX Strategies Inc
UNCHANGED76,67476,67400%$1.7M$1.6M-$165.2K2026-10-16
SAX Wealth Advisors, LLC
INCREASED48,75143,231+5,520+13%$954.1K$1.0M+$49.2K2026-10-13
Tortoise Investment Management, LLC
DECREASED39,50770,547-31,040-44%$1.6M$813.1K-$790.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED33,83036,193-2,363-7%$822.8K$696.2K-$126.6K2026-11-02
Layline Advisors, LLC
INCREASED28,11821,941+6,177+28%$498.8K$578.7K+$79.8K2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED21,84312,813+9,030+70%$291.3K$449.5K+$158.2K2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED19,23119,112+119+1%$435.0K$396.0K-$39.0K2026-11-02
Kestra Advisory Services, LLC
DECREASED15,99618,035-2,039-11%$410.0K$329.2K-$80.8K2026-11-02
Bank of New York Mellon Corp
INCREASED11,44410,373+1,071+10%$235.8K$235.5K-$3092026-11-05
Root Financial Partners, LLC
NEW8,847—+8,847——$182.1K—2026-10-21
Silver Grove Financial Group, Inc.
NEW2,462—+2,462——$50.7K—2026-11-05
Gamma Investing LLC
DECREASED1,0791,203-124-10%$27.4K$22.2K-$5.1K2026-10-08
Jacobi Capital Management LLC
NEW157—+157——$3.2K—2026-11-05
Mcdonald Partners LLC
CLOSED012,342-12,342-100%$280.6K$0-$280.6K2026-11-03
Valicenti Advisory Services Inc
CLOSED09,281-9,281-100%$211$0-$2112026-10-23
Flagship Harbor Advisors, LLC
CLOSED08,900-8,900-100%$202.3K$0-$202.3K2026-10-26
Assetmark, Inc
CLOSED01,232-1,232-100%$28.0K$0-$28.0K2026-10-21
Morgan Stanley
N/A—266,661-266,661-100%$6.1M———
Bank of America Corp
N/A—223,354-223,354-100%$5.1M———
HighTower Advisors, LLC
N/A—179,547-179,547-100%$4.1M———
Guggenheim Capital LLC
N/A—160,229-160,229-100%$3.6M———
Composition Wealth, LLC
N/A—113,348-113,348-100%$2.6M———
Note Advisors, LLC
N/A—81,448-81,448-100%$1.9M———
Jane Street Group, LLC
N/A—50,852-50,852-100%$1.2M———
Cetera Investment Advisers
N/A—49,982-49,982-100%$1.1M———
Envestnet Asset Management Inc
N/A—49,048-49,048-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—46,092-46,092-100%$1.0M———
JPMorgan Chase & Co
N/A—39,794-39,794-100%$902.9K———
MML Investors Services, LLC
N/A—37,501-37,501-100%$852.6K———
Ameriprise Financial Inc
N/A—36,986-36,986-100%$817.7K———
EP Wealth Advisors, LLC
N/A—31,330-31,330-100%$712.3K———
Osaic Holdings, Inc.
N/A—27,625-27,625-100%$628.0K———
Arax Advisory Partners
N/A—24,730-24,730-100%$562.2K———
Elequin Capital, LP
N/A—15,767-15,767-100%$358.5K———
Wealthfront Advisers LLC
N/A—14,073-14,073-100%$319.9K———
Wells Fargo & Company
N/A—13,577-13,577-100%$308.7K———
Mustico Financial Group, Inc.
N/A—13,369-13,369-100%$295.6K———
Cascade Financial Partners, LLC
N/A—12,578-12,578-100%$286.0K———
Susquehanna International Group, LLP
N/A—12,340-12,340-100%$280.5K———
PFG Investments, LLC
N/A—11,537-11,537-100%$262.3K———
UBS Group AG
N/A—10,300-10,300-100%$234.2K———
Mercer Global Advisors Inc
N/A—9,661-9,661-100%$219.6K———
Royal Bank of Canada
N/A—8,838-8,838-100%$201.0K———
Godfrey Financial Associates, Inc.
N/A—8,547-8,547-100%$194.3K———
Jones Financial Companies Lllp
N/A—2,219-2,219-100%$50.2K———
Showing 47 of 47 institutions