Cascade Financial Partners’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Cascade Financial Partners’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
2025 Q3	$229K	Hold
2025 Q2	$223K	Hold
2025 Q1	$228K	Hold
2024 Q4	$234K	Hold
2024 Q3	$238K	Hold
2024 Q2	$237K	Hold
2024 Q1	$234K	Buy