ONYCX
Invesco Rochester AMT-Free New York Municipal Fund
AIM Tax-Exempt Funds (Invesco Tax-Exempt Funds)

Portfolio concentration

As of February 28, 2026 · N-PORT
Holdings
295
Top-10 weight
23.11%
Effective holdings ?
89
Crowding ?
24.3

Holdings

As of February 28, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 TRIBOROUGH NY BRIDGE TUNNEL TRBTRN 11/56 FIXED 5 33,900,000 $34.94M 5.70%
2 New York (City of), NY Municipal Water Finance Authority, Series 2020 AA-1, Ref. RB 18,090,000 $16.93M 2.76%
3 MET TRANSPRTN-C-1 16,855,000 $16.90M 2.76%
4 NYS TWY PIT(NY STATE PIT) 5% 3/15/53 13,500,000 $14.02M 2.29%
5 MTA HUDSON RAIL YRD-A 12,565,000 $12.56M 2.05%
6 New York Counties Tobacco Trust V, Series S-1 25,000,000 $11.67M 1.90%
7 NEW YORK ST DORM AUTH ST PERSO REGD B/E 5.25000000 10,400,000 $10.83M 1.77%
8 NEW YORK ST DORM AUTH 10,800,000 $10.27M 1.67%
9 NYC MUNI WTR FIN-CC-1 11,000,000 $10.22M 1.67%
10 NYC NY 5.25% 4/1/2047 9,500,000 $10.18M 1.66%
11 NEW YORK NY REGD B/E 4.00000000 10,850,000 $10.11M 1.65%
12 THE CHILDRENS TRUST FUND PR TO CHILDREN'S TRUST FUND 9,700,000 $9.85M 1.61%
13 NY ST TWY AUTH 4% 1/1/50 10,000,000 $9.12M 1.49%
14 TSASC, Inc., Series B 8,000,000 $7.44M 1.21%
15 Westchester Tobacco Asset Securitization Corp., Series 2016 C, Ref. RB 8,300,000 $7.43M 1.21%
16 New York Counties Tobacco Trust V, Series 2005 S-3, RB 84,200,000 $7.19M 1.17%
17 New York Counties Tobacco Trust V, Series 2005 S4B, RB 155,400,000 $6.73M 1.10%
18 New York (State of) Dormitory Authority (Fashion Institute of Technology Student Housing Corp.), Series 2007, RB 6,425,000 $6.55M 1.07%
19 PUERTO RICO SALES TAX FING COR REGD OID B/E 5.00000000 PRCGEN 6,637,000 $6.51M 1.06%
20 NEW YORK ST PWR AUTH REVENUE NYSPWR 11/60 FIXED 4 7,050,000 $6.51M 1.06%
21 PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.00000000 PRCGEN 17,947,000 $6.46M 1.05%
22 NY TWY AUTH-B-GROUP-2 6,180,000 $6.44M 1.05%
23 Erie Tobacco Asset Securitization Corp., Series 2005 D, RB 75,500,000 $6.12M 1.00%
24 NYC TRANS FIN AUTH-C1 6,000,000 $6.01M 0.98%
25 NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REVENUE 5,500,000 $5.82M 0.95%
26 WHITE PLAINS HOSPITAL OBLIGATED GROUP 5.25% 10-01-49 NYSHGR 5,500,000 $5.60M 0.91%
27 NEW YORK ST DORM AUTH REVENUES REGD B/E 5.50000000 5,000,000 $5.46M 0.89%
28 NYC NY 5% 8/1/2047 NYC 5,140,000 $5.34M 0.87%
29 NY NYCUTL 5.25 06/15/2052 NYCUTL 5,000,000 $5.28M 0.86%
30 TRIBOROUGH NY BRIDGE & TUNNEL AUTH SALES TAX REVENUE 5,000,000 $5.28M 0.86%
31 TRUST FOR CULTURAL RESOURCES OF THE CITY OF NEW YORK/THE 5,000,000 $5.27M 0.86%
32 NEW YORK ST THRUWAY-A 5,715,000 $5.23M 0.85%
33 TOWN OF THOMPSON NY IMPROVEMENT DISTRICTS SERVICE FEE 5.35% 11-01-49 5,210,000 $5.22M 0.85%
34 GLEN COVE NY LOCAL ECON ASSIST REGD N/C ZCP OID B/E 0.00000000 GLCDEV 16,695,000 $5.19M 0.85%
35 ROCHESTER REGIONAL HEALTH OBLIGATED GROUP 5.25% 12-01-52 5,050,000 $5.11M 0.83%
36 NYC TFA (PIT) 4% 5/1/44 5,000,000 $4.96M 0.81%
37 NEW YORK MUNI-AA-1 4,500,000 $4.81M 0.78%
38 NY LIBERTY DEV CORP-A 6,155,000 $4.76M 0.78%
39 NYC TRANSITIONAL-H-1 4,830,000 $4.72M 0.77%
40 Erie Tobacco Asset Securitization Corp., Series 2005 A, RB 5,000,000 $4.68M 0.76%
41 NEW YORK ST DR 5% 7/1/2039 4,625,000 $4.65M 0.76%
42 Montgomery County Capital Resource Corp., Series 2020 A-2, RB 5,625,000 $4.44M 0.72%
43 LONG ISLAND POWER AUTHORITY (TOBS) 4,000,000 $4.36M 0.71%
44 Dutchess County Local Development Corporation, New York, Revenue Bonds, Health Quest Systems, Inc. Project, Series 2016B 4,300,000 $4.30M 0.70%
45 MET TRANSPRTN AUTH-A 4,570,000 $4.23M 0.69%
46 STATE OF NEW YORK SALES TAX REVENUE 5.0% 03-15-55 4,000,000 $4.19M 0.68%
47 STATE OF NEW YORK PERSONAL INCOME TAX REVENUE 5.0% 03-15-55 4,000,000 $4.17M 0.68%
48 NEW YORK ST TWY -C 4,000,000 $4.15M 0.68%
49 New York City Housing Development Corporation, New York, Multifamily Housing Revenue Bonds, Sustainable Development Green Series 2026A-1 4,000,000 $4.06M 0.66%
50 New York (State of) Dormitory Authority (Alliance Long Island AGYS, Inc.), Series 2015 A-2, Ref. RB 4,620,000 $3.95M 0.64%
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