Tortoise Investment Management, LLC

Position in PZT — Invesco New York AMT-Free Municipal Bond ETF

CIK 1599511 WHITE PLAINS, NY

All Filings in PZT

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 PZT	$1,381,405	62,592	+16.8%	Shares	Sole	2026-05-05
2025-12-31 PZT	$1,195,637	53,592	+7.0%	Shares	Sole	2026-02-06
2025-09-30 PZT	$1,114,046	50,092	-21.8%	Shares	Sole	2025-11-13
2025-06-30 PZT	$1,386,950	64,092	-15.8%	Shares	Sole	2025-08-08
2025-03-31 PZT	$1,681,544	76,088	-4.1%	Shares	Sole	2025-08-07
2024-12-31 PZT	$1,800,859	79,333	-2.2%	Shares	Sole	2025-08-07
2024-09-30 PZT	$1,893,825	81,106	-1.7%	Shares	Sole	2025-08-07
2024-06-30 PZT	$1,894,222	82,501	-2.2%	Shares	Sole	2025-08-07
2024-03-31 PZT	$1,943,838	84,368	+1.2%	Shares	Sole	2025-08-07
2023-12-31 PZT	$1,927,398	83,365	-17.4%	Shares	Sole	2025-08-07
2023-09-30 PZT	$2,144,963	100,987	-3.5%	Shares	Sole	2025-08-07
2023-06-30 PZT	$2,380,627	104,689	-7.2%	Shares	Sole	2023-08-07
2023-03-31 PZT	$2,570,586	112,844	-4.3%	Shares	Sole	2023-05-09
2022-12-31 PZT	$2,608,573	117,875	-13.3%	Shares	Sole	2023-02-03
2022-09-30 PZT	$2,900,176	135,967	-7.6%	Shares	Sole	2022-11-04
2022-06-30 PZT	$3,316,438	147,201	+32.5%	Shares	Sole	2022-08-03
2022-03-31 PZT	$2,653,127	111,056	+66.3%	Shares	Sole	2022-05-06
2021-12-31 PZT	$1,743,260	66,766	+10.4%	Shares	Sole	2022-02-10
2021-09-30 PZT	$1,572,116	60,466	+19.2%	Shares	Sole	2021-11-04
2021-06-30 PZT	$1,336,873	50,716	-5.6%	Shares	Sole	2021-07-30
2021-03-31 PZT	$1,382,112	53,716	0.0%	Shares	Sole	2021-05-05
2020-12-31 PZT	$1,404,136	53,716	0.0%	Shares	Sole	2021-02-05
2020-09-30 PZT	$1,370,832	53,716	+2.1%	Shares	Sole	2020-11-04
2020-06-30 PZT	$1,343,572	52,586	0.0%	Shares	Sole	2020-08-06
2020-03-31 PZT	$1,320,434	52,586	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.