Cascade Financial Partners, LLC
Position in PZT — Invesco New York AMT-Free Municipal Bond ETF
CIK 2021208
SAN DIEGO, CA
All Filings in PZT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 PZT | $227,585 | 10,312 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 PZT | $230,060 | 10,312 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 PZT | $229,338 | 10,312 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 PZT | $223,151 | 10,312 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 PZT | $227,895 | 10,312 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 PZT | $234,082 | 10,312 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 PZT | $240,785 | 10,312 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 PZT | $236,763 | 10,312 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 PZT | $237,588 | 10,312 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||