Kades & Cheifetz’s Invesco New York AMT-Free Municipal Bond ETF PZT Stock Holding History

Kades & Cheifetz’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
2024 Q4	$471K	Buy	20,760 +4,383	+27%	+$101K	0.24%	69
2024 Q3	$382K	Buy	16,377 +450	+3%	+$10.5K	0.22%	69
2024 Q2	$366K	Buy	15,927 +146	+0.9%	+$3.34K	0.23%	67
2024 Q1	$364K	Buy	15,781 +36	+0.2%	+$829	0.23%	62
2023 Q4	$364K	Buy	15,745 +119	+0.8%	+$2.6K	0.26%	61
2023 Q3	$332K	Buy	15,626 +76	+0.5%	+$1.69K	0.26%	60
2023 Q2	$354K	Buy	15,550 +67	+0.4%	+$1.52K	0.27%	62
2023 Q1	$353K	Hold	15,483	–	–	0.28%	61
2022 Q4	$343K	Buy	+15,483	New	+$337K	0.29%	63

Other funds holding PZT

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $313M AUM 22.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

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

AFTS

American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Kades & Cheifetz's PZT Position: Q4 2024 in Review

Kades & Cheifetz increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 27% in Q4 2024, buying an estimated $101K and bringing the position to 20,760 shares worth $471K. The position accounts for 0.24% of the portfolio, ranked #69.

Kades & Cheifetz first reported a position in PZT in Q4 2022 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold PZT as of Q4 2024.

Kades & Cheifetz held 20,760 shares of Invesco New York AMT-Free Municipal Bond ETF worth $471K as of Q4 2024.
Kades & Cheifetz bought 4,383 Invesco New York AMT-Free Municipal Bond ETF shares in Q4 2024, an estimated $101K.
Invesco New York AMT-Free Municipal Bond ETF made up 0.24% of Kades & Cheifetz's portfolio in Q4 2024, its #69 holding.
Kades & Cheifetz first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q4 2022 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.