SWA
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$781K Buy
+36,114
New +$781K 0.05% 201