Carson Wealth (CWM LLC)’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$59.6K	Buy	+2,700	New	+$60.3K	﹤0.01%	3680
2023 Q4	–	Sell	-4,390	Closed	-$93K	–	4449
2023 Q3	$93K	Hold	4,390	–	–	﹤0.01%	1676
2023 Q2	$100K	Buy	+4,390	New	+$99.6K	﹤0.01%	1567

Other funds holding PZT

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Note Advisors Buffalo, New York $200M AUM 12.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PZT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Invesco New York AMT-Free Municipal Bond ETF (PZT) in Q1 2026: 2,700 shares worth $59.6K. The stake represents ﹤0.01% of the portfolio and ranks #3680 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in PZT as recently as Q3 2023.

Carson Wealth (CWM LLC) first reported a position in PZT in Q2 2023 and has held it in 3 quarters since. The position peaked at $100K in Q2 2023. 44 funds tracked by Wall St. Rank hold PZT as of Q1 2026.

Carson Wealth (CWM LLC) held 2,700 shares of Invesco New York AMT-Free Municipal Bond ETF worth $59.6K as of Q1 2026.
Invesco New York AMT-Free Municipal Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Invesco New York AMT-Free Municipal Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3680 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2023 and has held it in 3 quarters since.
Carson Wealth (CWM LLC)'s Invesco New York AMT-Free Municipal Bond ETF position peaked at $100K in Q2 2023.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.