Cambridge Investment Research Advisors, Inc. PZT INVESCO EXCH TRADED FD TR II NY AMT FRE

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  11 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported INVESCO EXCH TRADED FD TR II NY AMT FRE (PZT) in 11 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows PZT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PZT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in INVESCO EXCH TRADED FD TR II NY AMT FRE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PZT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held PZT — position size vs. price
% of Fund (quarterly)    PZT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,375 +802 +4.3% 0.00% $428 2026-04-30 $22.18
2025 Q4 ADDED 18,573 +826 +4.7% 0.00% $414K 2026-02-05 $21.92
2025 Q3 ADDED 17,747 +8,253 +86.9% 0.00% $395K 2025-11-12 $21.93
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cambridge Investment Research Advisors, Inc. and PZT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning PZT?

Cambridge Investment Research Advisors, Inc. reported PZT across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PZT position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for PZT was 0.00% in 2026 Q1.

What is the latest reported PZT position on this page?

The most recent filing on this page is 2026 Q1, when Cambridge Investment Research Advisors, Inc. reported 19,375 shares, equal to 0.00% of portfolio, with an estimated market value of $428.

What does the chart on this PZT ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly PZT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their PZT position?

Based on 13F filing dates vs. subsequent PZT price moves, Cambridge Investment Research Advisors, Inc. correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on PZT relative to SPY over the holding period was -4.4%.

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