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
|
Prospera Financial Services Inc
|
BUY
|
- |
5.52KNew |
$137K - $149K
|
5.52K
$133K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.88K+ 7.9% |
$121K - $132K
|
66.6K
$1.61M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.58K+ 21.5% |
$114K - $124K
|
25.9K
$625K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 24.2% |
$111K - $121K
|
23K
$555K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.92K+ 13.7% |
$97.3K - $106K
|
32.5K
$786K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.71K+ 4.09% |
$91.9K - $100K
|
94.3K
$2.28M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
3.4KNew |
$84.3K - $92K
|
3.4K
$82.1K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.81K+ 126.01% |
$69.7K - $76K
|
5.04K
$122K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.52K+ 4.5% |
$62.6K - $68.3K
|
58.5K
$1.41M
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.2KNew |
$54.6K - $59.5K
|
2.2K
$53.1K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
1.87K+ 36.03% |
$46.3K - $50.5K
|
7.05K
$170K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.69KNew |
$42K - $45.8K
|
1.69K
$40.9K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.69K+ 5.26% |
$41.9K - $45.7K
|
33.8K
$816K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.54KNew |
$38.1K - $41.5K
|
1.54K
$37.1K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.51K+ 4.88% |
$37.3K - $40.7K
|
32.3K
$781K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.44K+ 2.56% |
$35.7K - $38.9K
|
57.7K
$1.39M
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.32K+ 5.12% |
$32.8K - $35.8K
|
27.1K
$655K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.16K+ 5.52% |
$28.7K - $31.3K
|
22.1K
$533K
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.04K+ 1.5% |
$25.9K - $28.2K
|
70.5K
$1.7M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$24.9K - $27.2K
|
1.01K
$24.3K
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1KNew |
$24.8K - $27.1K
|
1K
$24.2K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
788+ 2.18% |
$19.5K - $21.3K
|
36.9K
$890K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
696+ 6.23% |
$17.3K - $18.8K
|
11.9K
$287K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
597+ 2.02% |
$14.8K - $16.2K
|
30.2K
$729K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
508+ 31.09% |
$12.6K - $13.7K
|
2.14K
$51.7K
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
411New |
$10.2K - $11.1K
|
411
$9.92K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
293+ 97.34% |
$7.27K - $7.93K
|
594
$14.3K
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
261+ 0.49% |
$6.47K - $7.06K
|
53.9K
$1.3M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
261+ 0.49% |
$6.47K - $7.06K
|
53.9K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
219+ 0.19% |
$5.43K - $5.93K
|
113K
$2.73M
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
188+ 0.22% |
$4.66K - $5.09K
|
84.1K
$2.03M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
156+ 0.28% |
$3.87K - $4.22K
|
55.7K
$1.35M
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
97New |
$2.41K - $2.62K
|
97
$2.34K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
78+ 0.57% |
$1.93K - $2.11K
|
13.7K
$332K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
39+ 0.59% |
$967 - $1.06K
|
6.61K
$159K
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
20+ 1.66% |
$496 - $541
|
1.23K
$29.6K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 0.31% |
$397 - $433
|
5.26K
$127K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
8+ 0.07% |
$198 - $216
|
11.6K
$280K
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
7+ 0.63% |
$174 - $189
|
1.13K
$27.2K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6+ 1.37% |
$149 - $162
|
444
$10.7K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 0.48% |
$99.2 - $108
|
831
$20.1K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.51% |
$74.4 - $81.2
|
589
$14.2K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$74.4 - $81.2
|
9.57K
$231K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$24.8 - $27.1
|
0
$0
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$174 - $189
|
0
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 0.19% |
$273 - $298
|
5.92K
$143K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28- 0.09% |
$694 - $758
|
31.2K
$753K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48- 0.1% |
$1.19K - $1.3K
|
46.8K
$1.13M
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-86- 0.98% |
$2.13K - $2.33K
|
8.68K
$210K
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-98- 0.56% |
$2.43K - $2.65K
|
17.3K
$416K
|