EP Wealth Advisors’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

EP Wealth Advisors’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 Q2	$1.53M	Sell
2025 Q1	$1.69M	Sell
2024 Q4	$2.1M	Buy
2024 Q3	$2M	Hold
2024 Q2	$1.96M	Hold
2024 Q1	$1.97M	Hold
2023 Q4	$1.98M	Buy