Creative Planning
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Creative Planning’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Creative Planning’s Portfolio PZT Stock Details PZT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,312
Closed -$257K – 2888
2023
Q2 		$257K Hold
11,312
– – ﹤0.01% 2021
2023
Q1 		$258K Hold
11,312
– – ﹤0.01% 1925
2022
Q4 		$250K Buy
+11,312
New +$250K ﹤0.01% 1849