Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II NATL AMT-FRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
665K+ 37.84% |
$16.5M - $18M
|
2.42M
$58.1M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
316K+ 38.22% |
$7.83M - $8.55M
|
1.14M
$27.4M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
301KNew |
$7.46M - $8.14M
|
301K
$7.22M
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
242K+ 48.08% |
$6.01M - $6.56M
|
746K
$17.9M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226K+ 251.58% |
$5.61M - $6.13M
|
316K
$7.59M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
224KNew |
$5.56M - $6.07M
|
224K
$5.38M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
176K+ 94.12% |
$4.37M - $4.77M
|
363K
$8.72M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
167KNew |
$4.15M - $4.52M
|
167K
$4.01M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
123K+ 1504.85% |
$3.06M - $3.34M
|
131K
$3.15M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
121KNew |
$3.01M - $3.28M
|
121K
$2.91M
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
105K+ 564.23% |
$2.61M - $2.85M
|
124K
$2.98M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
96K+ 107.55% |
$2.38M - $2.6M
|
185K
$4.44M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
77K+ 63.58% |
$1.91M - $2.08M
|
198K
$4.75M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
BUY
|
- |
72.1K+ 135.75% |
$1.79M - $1.95M
|
125K
$3M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
66.5KNew |
$1.65M - $1.8M
|
66.5K
$1.6M
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.1K+ 3.74% |
$1.61M - $1.76M
|
1.8M
$43.3M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.1K+ 8.58% |
$1.54M - $1.68M
|
786K
$18.9M
|
|
Apr 26, 2022
Q1 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60.8KNew |
$1.51M - $1.65M
|
60.8K
$1.46M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
59.3K+ 991.73% |
$1.47M - $1.6M
|
65.2K
$1.57M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56K+ 5.64% |
$1.39M - $1.52M
|
1.05M
$25.2M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55.6K+ 11.08% |
$1.38M - $1.5M
|
558K
$13.4M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
53.9K+ 40.3% |
$1.34M - $1.46M
|
187K
$4.5M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$626K - $684K
|
25.3K
$606K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.2KNew |
$576K - $629K
|
23.2K
$557K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
22.2KNew |
$551K - $601K
|
22.2K
$533K
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
22K+ 166.58% |
$545K - $595K
|
35.2K
$844K
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
21.2K+ 30.28% |
$525K - $573K
|
91.1K
$2.19M
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
20.7K+ 30.12% |
$513K - $559K
|
89.3K
$2.14M
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
19.9K+ 3.36% |
$492K - $537K
|
612K
$14.7M
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
19.3KNew |
$478K - $522K
|
19.3K
$463K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2KNew |
$477K - $520K
|
19.2K
$461K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
18.8K+ 1.03% |
$467K - $509K
|
1.84M
$44.1M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 16.59% |
$415K - $453K
|
118K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.1K+ 117.25% |
$325K - $354K
|
24.3K
$582K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.5K+ 64.09% |
$286K - $312K
|
29.6K
$709K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3K+ 12.7% |
$281K - $306K
|
100K
$2.41M
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
10.9KNew |
$271K - $296K
|
10.9K
$262K
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.5K+ 12.04% |
$259K - $283K
|
97.3K
$2.33M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4KNew |
$258K - $282K
|
10.4K
$250K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.84K+ 8.99% |
$244K - $266K
|
119K
$2.86M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.44K+ 48.8% |
$234K - $256K
|
28.8K
$691K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.49K+ 143.51% |
$211K - $230K
|
14.4K
$346K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.28K+ 27.84% |
$205K - $224K
|
38K
$912K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.26K+ 75.57% |
$205K - $223K
|
19.2K
$460K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.38KNew |
$183K - $200K
|
7.38K
$177K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
7.31K+ 102.35% |
$181K - $198K
|
14.5K
$347K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6.52KNew |
$162K - $177K
|
6.52K
$157K
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.34K+ 39.97% |
$157K - $172K
|
22.2K
$533K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.31KNew |
$157K - $171K
|
6.31K
$151K
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.27K+ 14.13% |
$155K - $170K
|
50.6K
$1.22M
|