INVESCO NEW YORK AMT-FREE MU (PZT) Top Institutional Shareholders
INVESCO NEW YORK AMT-FREE MU (PZT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $49.71M in PZT holdings during the latest filing period.
Hennion & Walsh Asset Management, Inc. is currently the largest disclosed institutional shareholder of PZT tracked by InsiderSet, reporting ownership valued at approximately $6.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.10M, representing an estimated gain of +2.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PZT value among the investors covered in this analysis. Major shareholders include Hennion & Walsh Asset Management, Inc., Hightower Advisors, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in INVESCO NEW YORK AMT-FREE MU (PZT).
This page ranks the largest institutional PZT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$49.71M
Largest Holder
Hennion & Walsh Asset Management, Inc.
Largest Position
$6.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 0.23% | 314,685 | $6,945,098 | $7,096,147 | +$151,049 | +2.17% | |
| Hightower Advisors, Llc | 0.01% | 241,844 | $5,337,600 | $5,453,582 | +$115,982 | +2.17% | |
| Morgan Stanley | 0.00% | 190,533 | $4,205,065 | $4,296,519 | +$91,454 | +2.17% | |
| Bank Of America Corp | 0.00% | 172,864 | $3,815,114 | $3,898,083 | +$82,969 | +2.17% | |
| Lpl Financial Llc | 0.00% | 170,178 | $3,755,819 | $3,837,514 | +$81,695 | +2.18% | |
| Guggenheim Capital Llc | 0.03% | 160,963 | $3,552,453 | $3,629,716 | +$77,263 | +2.17% | |
| Composition Wealth, Llc | 0.03% | 104,884 | $2,314,790 | $2,365,134 | +$50,344 | +2.17% | |
| Jane Street Group, Llc | 0.00% | 85,558 | $1,888,265 | $1,929,333 | +$41,068 | +2.17% | |
| American Financial & Tax Strategies Inc | 0.82% | 76,674 | $1,692,195 | $1,728,999 | +$36,804 | +2.17% | |
| Note Advisors, Llc | 0.81% | 73,198 | $1,615,480 | $1,650,615 | +$35,135 | +2.17% | |
| Ep Wealth Advisors, Llc | 0.01% | 70,770 | $1,561,894 | $1,595,864 | +$33,970 | +2.17% | |
| Tortoise Investment Management, Llc | 0.11% | 62,592 | $1,381,405 | $1,411,450 | +$30,045 | +2.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,519 | $1,159,100 | $1,184,303 | +$25,203 | +2.17% | |
| Cetera Investment Advisers | 0.00% | 49,531 | $1,093,145 | $1,116,924 | +$23,779 | +2.18% | |
| Envestnet Asset Management Inc | 0.00% | 47,220 | $1,042,140 | $1,064,811 | +$22,671 | +2.18% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 42,504 | $938,084 | $958,465 | +$20,381 | +2.17% | |
| Sax Wealth Advisors, Llc | 0.05% | 41,676 | $929,949 | $939,794 | +$9,845 | +1.06% | |
| Mml Investors Services, Llc | 0.00% | 35,758 | $789,176 | $806,343 | +$17,167 | +2.18% | |
| Ubs Group Ag | 0.00% | 34,275 | $756,449 | $772,901 | +$16,452 | +2.17% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 29,075 | $641,685 | $655,641 | +$13,956 | +2.17% | |
| Old Mission Capital Llc | 0.01% | 23,320 | $514,672 | $525,866 | +$11,194 | +2.17% | |
| Kestra Advisory Services, Llc | 0.00% | 17,694 | $390,513 | $399,000 | +$8,487 | +2.17% | |
| Wealthfront Advisers Llc | 0.00% | 14,680 | $323,988 | $331,034 | +$7,046 | +2.17% | |
| Ameriprise Financial Inc | 0.00% | 14,139 | $317,267 | $318,834 | +$1,567 | +0.49% | |
| Mcdonald Partners Llc | 0.06% | 12,342 | $272,388 | $278,312 | +$5,924 | +2.17% | |
| Mustico Financial Group, Inc. | 0.17% | 11,158 | $250,386 | $251,613 | +$1,227 | +0.49% | |
| Raymond James Financial Inc | 0.00% | 10,908 | $240,740 | $245,975 | +$5,235 | +2.17% | |
| Belpointe Asset Management Llc | 0.01% | 10,666 | $235,407 | $240,518 | +$5,111 | +2.17% | |
| Bank Of New York Mellon Corp | 0.00% | 10,359 | $228,619 | $233,595 | +$4,976 | +2.18% | |
| Cascade Financial Partners, Llc | 0.02% | 10,312 | $227,586 | $232,536 | +$4,950 | +2.17% | |
| Mercer Global Advisors Inc | 0.00% | 9,101 | $200,851 | $205,228 | +$4,377 | +2.18% | |
| Citigroup Inc | 0.00% | 9,000 | $198,630 | $202,950 | +$4,320 | +2.17% | |
| Godfrey Financial Associates, Inc. | 0.16% | 8,547 | $188,632 | $192,735 | +$4,103 | +2.18% | |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | 7,921 | $174,824 | $178,619 | +$3,795 | +2.17% | |
| Wells Fargo & Company/Mn | 0.00% | 6,709 | $148,076 | $151,288 | +$3,212 | +2.17% | |
| Royal Bank Of Canada | 0.00% | 6,000 | $132,000 | $135,300 | +$3,300 | +2.50% | |
| Osaic Holdings, Inc. | 0.00% | 3,267 | $72,122 | $73,671 | +$1,549 | +2.15% | |
| Cwm, Llc | 0.00% | 2,700 | $59,589 | $60,885 | +$1,296 | +2.17% | |
| Jones Financial Companies Lllp | 0.00% | 2,185 | $48,048 | $49,272 | +$1,224 | +2.55% | |
| Root Financial Partners, Llc | 0.00% | 2,055 | $45,354 | $46,340 | +$986 | +2.17% | |
| Gamma Investing Llc | 0.00% | 1,079 | $23,814 | $24,331 | +$517 | +2.17% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,375 | $428 | $436,906 | +$436,478 | +101980.90% | |
| Valicenti Advisory Services Inc | 0.04% | 9,281 | $205 | $209,287 | +$209,082 | +101991.00% |
Frequently asked questions about PZT
Who owns the most PZT stock?
The largest holders of PZT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO NEW YORK AMT-FREE MU (PZT).
Is PZT widely held by superinvestors?
Many widely followed stocks like PZT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PZT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.