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

Sax 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
2026 Q2	$954K	Buy	43,231 +1,555	+4%	+$34.9K	0.04%	237
2026 Q1	$930K	Hold	41,676	–	–	0.05%	203
2025 Q4	$930K	Buy	41,676 +7,972	+24%	+$179K	0.04%	213
2025 Q3	$750K	Sell	33,704 -2,410	-7%	-$52.1K	0.04%	218
2025 Q2	$781K	Buy	+36,114	New	+$782K	0.05%	201

Other funds holding PZT

HWAM

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

MMA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Sax Wealth Advisors's PZT Position: Q2 2026 in Review

Sax Wealth Advisors increased its Invesco New York AMT-Free Municipal Bond ETF (PZT) stake by 3.7% in Q2 2026, buying an estimated $34.9K and bringing the position to 43,231 shares worth $954K. The position accounts for 0.04% of the portfolio, ranked #237.

Sax Wealth Advisors first reported a position in PZT in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold PZT as of Q2 2026.

Sax Wealth Advisors held 43,231 shares of Invesco New York AMT-Free Municipal Bond ETF worth $954K as of Q2 2026.
Sax Wealth Advisors bought 1,555 Invesco New York AMT-Free Municipal Bond ETF shares in Q2 2026, an estimated $34.9K.
Invesco New York AMT-Free Municipal Bond ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #237 holding.
Sax Wealth Advisors first reported a position in Invesco New York AMT-Free Municipal Bond ETF in Q2 2025 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held Invesco New York AMT-Free Municipal Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.