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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$750K Sell
2025
Q2 		$781K Buy