13FBOX
INVESCO EXCHANGE-TRADED FD TR NY AMT FRE MUN · 13F 机构持仓分析
期权收益计算器 机构排行
I

INVESCO EXCHANGE-TRADED FD TR NY AMT FRE MUN

PZT
持有机构数
42
机构合计市值 (Q2 2026)
$5,421.1万
机构合计股数 (Q2 2026)
238.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+40.8万股
31 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-28.5万股
15 · 8 清仓 · ≈
⚖️ 净额
+12.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5,421.1万
持有机构数
42
新买入
6
加仓
25
减仓
7
清仓
8
持股不变
4
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Hennion & Walsh Asset Management, Inc.
0.23%0.23%#3$804.0万35.4万股$694.5万31.5万股+3.9万股+12.38%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#30$606.2万26.7万股$370.6万16.7万股+10.0万股+60.05%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$507.8万22.3万股$381.5万17.3万股+5.0万股+29.21%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#26$412.6万18.1万股$375.6万17.0万股+1.1万股+6.63%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%0.01%#18$408.2万18.0万股$533.8万24.2万股-6.2万股-25.76%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.02%0.03%#12$364.2万16.0万股$355.2万16.1万股-734股-0.46%减仓
组成财富Composition Wealth, LLC
0.03%0.03%#10$257.7万11.3万股$231.5万10.5万股+8,464股+8.07%加仓
Note Advisors, LLC
0.8%0.81%#1$185.2万8.1万股$161.5万7.3万股+8,250股+11.27%加仓
AMERICAN FINANCIAL & TAX STRATEGIES INC
0.79%0.82%#2$174.3万7.7万股$169.2万7.7万股00.00%持仓不变
Tortoise Investment Management, LLC
0.12%0.11%#6$160.4万7.1万股$138.1万6.3万股+7,955股+12.71%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#34$115.6万5.1万股$188.8万8.6万股-3.5万股-40.56%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#23$113.6万5.0万股$109.3万5.0万股+451股+0.91%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#32$111.5万4.9万股$104.2万4.7万股+1,828股+3.87%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#14$104.8万4.6万股$93.8万4.3万股+3,588股+8.44%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.04%0.05%#9$95.4万4.3万股$93.0万4.2万股+1,555股+3.73%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#36$90.3万4.0万股$19.2万8,750股+3.1万股+354.79%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#21$85.3万3.8万股$78.9万3.6万股+1,743股+4.87%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#24$82.3万3.6万股$115.9万5.3万股-1.6万股-31.09%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#33$81.8万3.7万股$31.7万1.4万股+2.3万股+161.59%加仓
EP财富顾问EP Wealth Advisors, LLC
<0.01%0.01%#20$71.2万3.1万股$156.2万7.1万股-3.9万股-55.73%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#27$62.8万2.8万股$7.2万3,267股+2.4万股+745.58%加仓
Arax顾问Arax Advisory Partners
<0.01%#19$56.2万2.5万股$00股+2.5万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#22$41.0万1.8万股$39.1万1.8万股+341股+1.93%加仓
Elequin 资本Elequin Capital, LP
0.01%#13$35.8万1.6万股$00股+1.6万股新买入
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#28$32.0万1.4万股$32.4万1.5万股-607股-4.13%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#35$30.9万1.4万股$14.8万6,709股+6,868股+102.37%加仓
MUSTICO FINANCIAL GROUP, INC.
0.2%0.17%#4$29.6万1.3万股$25.0万1.1万股+2,211股+19.82%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.01%0.01%#16$29.1万1.3万股$17.5万7,921股+4,892股+61.76%加仓
Cascade Financial Partners, LLC
0.02%0.02%#11$28.6万1.3万股$22.8万1.0万股+2,266股+21.97%加仓
MCDONALD PARTNERS LLC
0.07%0.06%#7$28.1万1.2万股$27.2万1.2万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#41$28.1万1.2万股$00股+1.2万股新买入
PFG 投资PFG Investments, LLC
0.01%#15$26.2万1.2万股$00股+1.2万股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#38$23.6万1.0万股$22.9万1.0万股+14股+0.14%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#40$23.4万1.0万股$75.6万3.4万股-2.4万股-69.95%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#31$22.0万9,661股$20.1万9,101股+560股+6.15%加仓
VALICENTI ADVISORY SERVICES INC
0.04%0.05%#8$21.1万9,281股$20.5万9,281股00.00%持仓不变
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.01%#17$20.2万8,900股$00股+8,900股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#39$20.1万8,838股$13.2万6,000股+2,838股+47.30%加仓
Godfrey Financial Associates, Inc.
0.15%0.16%#5$19.4万8,547股$18.9万8,547股00.00%持仓不变
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#42$5.0万2,219股$4.8万2,185股+34股+1.56%加仓
AssetMarkASSETMARK, INC
<0.01%#37$2.8万1,232股$00股+1,232股新买入
GAMMA Investing LLC
<0.01%<0.01%#25$2.7万1,203股$2.4万1,079股+124股+11.49%加仓

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