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Get Institutions for : 
Invesco New York Amtfree Municipal Bond ETF (PZT)  
$23.00 0.04 (0.17%) as of 4:30 Tue 5/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 34    2
Total shares held : 
1,115,201  
% of shares held : 
27.88%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
-70,250  
% of shares held change : 
  -1.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.04  
Last Quarter's Ending Price : 
$23.12  
Last Quarter's Average Price
$21.84  
Change from last quarter's     
avg. price to the last closing  : 
1.16 (5.31%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 44,300
 3.97%
 
Increased Positions :
8
 65,692
 5.89%
 
Unchanged Positions :
7
 67,001
 6.01%
 
Decreased Positions :
15
-106,795
-9.58%
 
Closed Positions :
6
-73,447
-6.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VALICENTI ADVISORY SERVICES INC 72 - 2024-03-31 16,610 $383,000 0
   MCDONALD PARTNERS LLC 187 - 2024-03-31 16,250 $374,000 0
   ROYAL BANK OF CANADA 5092 - 2023-12-31 3,280 $76,000 0
   IFP Advisors Inc 1601 - 2023-12-31 1,727 $40,000 0
   GAMMA Investing LLC 1902 - 2024-03-31 563 $13,000 0
   PROEQUITIES INC. 8676 - 2024-03-31 0 $0 0

  6 Records found
  1    
  Page 1 of 1
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