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Public ownership evidence

Invesco New York AMT-Free Municipal Bond ETF (PZT) Ownership Disclosures

Read PZT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

The Form 4 source is temporarily unavailable. Continue with the other disclosures below or open company fundamentals.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Layline Advisors, LLC2026-06-302026-08-2121,941$498,817None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,661$219,630None
Note Advisors, LLC2026-06-302026-08-1581,448$1,851,688None
OSAIC HOLDINGS, INC.2026-06-302026-08-1522,674$515,484None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,951$112,545None
JANE STREET GROUP, LLC2026-06-302026-08-1550,852$1,156,100None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,340$280,545None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-152,219$50,172None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1536,986$817,700None
ROYAL BANK OF CANADA2026-06-302026-08-158,838$201,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-159,577$217,734None
WELLS FARGO & COMPANY/MN2026-06-302026-08-154,000$90,938None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1572,210$1,641,694None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15135,039$3,069,983None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1516,105$366,131None
UBS Group AG2026-06-302026-08-1410,300$234,171None
Elequin Capital, LP2026-06-302026-08-1415,767$358,456None
MORGAN STANLEY2026-06-302026-08-141$33None
MORGAN STANLEY2026-06-302026-08-14266,660$6,062,408None
Cetera Investment Advisers2026-06-302026-08-1349,982$1,136,333None
EP Wealth Advisors, LLC2026-06-302026-08-1331,330$712,275None
GUGGENHEIM CAPITAL LLC2026-06-302026-08-13160,229$3,642,005None
JPMORGAN CHASE & CO2026-06-302026-08-1332,012$726,352None
JPMORGAN CHASE & CO2026-06-302026-08-137,782$176,580None
Godfrey Financial Associates, Inc.2026-06-302026-08-128,547$194,313None
Stratos Wealth Partners, LTD.2026-06-302026-08-1246,092$1,047,884None
MUSTICO FINANCIAL GROUP, INC.2026-06-302026-08-1213,369$295,589None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-129,661$219,630None
Arax Advisory Partners2026-06-302026-08-1124,730$562,227None
Wealthfront Advisers LLC2026-06-302026-08-0814,073$319,944None
Gerber Kawasaki Wealth & Investment Management2026-06-302026-08-0812,813$291,306None
Tortoise Investment Management, LLC2026-06-302026-08-0870,547$1,603,858None
LPL Financial LLC2026-06-302026-08-08181,469$4,125,615None
AMERICAN FINANCIAL & TAX STRATEGIES INC2026-06-302026-08-0876,674$1,743,153None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0837,501$852,581None
Bank of New York Mellon Corp2026-06-302026-08-072$39None
Bank of New York Mellon Corp2026-06-302026-08-0710,371$235,781None
HighTower Advisors, LLC2026-06-302026-08-06179,547$4,081,928None
Cascade Financial Partners, LLC2026-06-302026-08-0512,578$285,956None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0449,048$1,115,096None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3119,112$435,000None
ASSETMARK, INC2026-06-302026-07-311,232$28,009None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3036,193$822,837None
Kestra Advisory Services, LLC2026-06-302026-07-2918,035$410,029None
MCDONALD PARTNERS LLC2026-06-302026-07-2912,342$280,590None
PFG Investments, LLC2026-06-302026-07-2411,537$262,282None
Composition Wealth, LLC2026-06-302026-07-23113,348$2,576,922None
FLAGSHIP HARBOR ADVISORS, LLC2026-06-302026-07-238,900$202,337None
AMERIPRISE FINANCIAL INC2026-03-312026-07-1814,139$317,267None
VALICENTI ADVISORY SERVICES INC2026-06-302026-07-179,281$211,000None

90-day public filing window, up to 50 source positions.

Layline Advisors, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Note Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.