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

BlackDiamond Wealth Management’s Portfolio PZT Stock Details PZT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-29,893	Closed	-$683K	–	114
2022 Q2	$683K	Buy	+29,893	New	+$682K	0.85%	29
2022 Q1	–	Sell	-18,190	Closed	-$475K	–	119
2021 Q4	$475K	Buy	+18,190	New	+$474K	0.55%	57

Other funds holding PZT

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackDiamond Wealth Management's PZT Position: Q3 2022 in Review

BlackDiamond Wealth Management sold out of Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q3 2022, closing a stake of 29,893 shares — an estimated $683K sold.

BlackDiamond Wealth Management first reported a position in PZT in Q4 2021 and held it in 2 quarters. The position peaked at $683K in Q2 2022. 29 funds tracked by Wall St. Rank hold PZT as of Q3 2022.

BlackDiamond Wealth Management reported no remaining Invesco New York AMT-Free Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 29,893 Invesco New York AMT-Free Municipal Bond ETF shares in Q3 2022, an estimated $683K.
BlackDiamond Wealth Management first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2021 and held it in 2 quarters.
BlackDiamond Wealth Management's Invesco New York AMT-Free Municipal Bond ETF position peaked at $683K in Q2 2022.
29 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q3 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.