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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Hold
10,312
– – 0.03% 238
2025
Q1 		$228K Hold
10,312
– – 0.03% 221
2024
Q4 		$234K Hold
10,312
– – 0.03% 221
2024
Q3 		$238K Hold
10,312
– – 0.03% 216
2024
Q2 		$237K Hold
10,312
– – 0.03% 204
2024
Q1 		$234K Buy
+10,312
New +$234K 0.03% 204