SAX WEALTH ADVISORS, LLC
Position in PZT — Invesco New York AMT-Free Municipal Bond ETF
CIK 1846150
PARSIPPANY, NJ
All Filings in PZT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZT | $919,789 | 41,676 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 PZT | $929,791 | 41,676 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 PZT | $749,576 | 33,704 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 PZT | $781,506 | 36,114 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||