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
2026 Q2	$286K	Buy	12,578 +2,266	+22%	+$50.9K	0.02%	230
2026 Q1	$228K	Hold	10,312	–	–	0.02%	238
2025 Q4	$230K	Hold	10,312	–	–	0.02%	241
2025 Q3	$229K	Hold	10,312	–	–	0.03%	239
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	+$237K	0.03%	204

Other funds holding PZT

HWAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MMA

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

Note Advisors Buffalo, New York $231M AUM 15.14% 1-Year Est. Return

AFTS

American Financial & Tax Strategies New York $221M AUM 16.9% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Cascade Financial Partners's PZT Position: Q2 2026 in Review

Cascade Financial Partners increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 22% in Q2 2026, buying an estimated $50.9K and bringing the position to 12,578 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #230.

Cascade Financial Partners first reported a position in PZT in Q1 2024 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

Cascade Financial Partners held 12,578 shares of Invesco New York AMT-Free Municipal Bond ETF worth $286K as of Q2 2026.
Cascade Financial Partners bought 2,266 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $50.9K.
Invesco New York AMT-Free Municipal Bond ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #230 holding.
Cascade Financial Partners first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q1 2024 and has held it in 10 quarters since.
44 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.