Able Wealth Management’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,929	Closed	-$248K	–	103
2024 Q4	$248K	Buy	10,929 +56	+0.5%	+$1.27K	0.16%	82
2024 Q3	$254K	Buy	10,873 +85	+0.8%	+$1.99K	0.19%	80
2024 Q2	$248K	Buy	+10,788	New	+$248K	0.2%	70