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 |
---|---|---|---|---|---|---|---|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-280- 1.25% |
$6.94K - $7.58K
|
22.1K
$534K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-367- 0.43% |
$9.1K - $9.93K
|
84.8K
$2.05M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-400Closed |
$9.92K - $10.8K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-415- 6.76% |
$10.3K - $11.2K
|
5.72K
$138K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-537- 0.98% |
$13.3K - $14.5K
|
54.1K
$1.31M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-553- 7.81% |
$13.7K - $15K
|
6.52K
$157K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-600- 20.8% |
$14.9K - $16.2K
|
2.28K
$55.1K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-612- 3.68% |
$15.2K - $16.6K
|
16K
$387K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-631Closed |
$15.6K - $17.1K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-839Closed |
$20.8K - $22.7K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.08K- 49.98% |
$26.7K - $29.1K
|
1.08K
$26K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.17K- 4.19% |
$29K - $31.7K
|
26.8K
$646K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.26K- 6.44% |
$31.3K - $34.2K
|
18.4K
$443K
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.3K- 13.76% |
$32.3K - $35.3K
|
8.17K
$197K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.3K- 1.51% |
$32.3K - $35.3K
|
85.3K
$2.06M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.37K- 4.5% |
$33.9K - $37K
|
29K
$700K
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.39KClosed |
$34.6K - $37.7K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.45K- 11.52% |
$35.9K - $39.2K
|
11.1K
$268K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.67K- 3.09% |
$41.5K - $45.2K
|
52.5K
$1.27M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.77K- 18.14% |
$43.8K - $47.8K
|
7.98K
$193K
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.99K- 10.57% |
$49.3K - $53.8K
|
16.8K
$406K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2K- 16.53% |
$49.7K - $54.2K
|
10.1K
$244K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.35K- 2.11% |
$58.3K - $63.6K
|
109K
$2.63M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.49K- 17.09% |
$61.8K - $67.5K
|
12.1K
$292K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.72K- 21.42% |
$67.4K - $73.5K
|
9.96K
$241K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.9K- 2.09% |
$72K - $78.6K
|
136K
$3.28M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.91KClosed |
$72.1K - $78.7K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-3KClosed |
$74.4K - $81.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.08K- 2.13% |
$76.3K - $83.3K
|
142K
$3.42M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.44K- 11.66% |
$85.4K - $93.2K
|
26.1K
$630K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.48K- 4.76% |
$86.2K - $94.1K
|
69.5K
$1.68M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-3.49K- 3.47% |
$86.5K - $94.4K
|
96.9K
$2.34M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.51K- 9.42% |
$86.9K - $94.8K
|
33.7K
$814K
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.54K- 19.34% |
$87.7K - $95.7K
|
14.8K
$356K
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.78K- 15.4% |
$93.8K - $102K
|
20.8K
$502K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.9K- 0.09% |
$96.7K - $105K
|
4.18M
$101M
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.92K- 2.74% |
$97.1K - $106K
|
139K
$3.36M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.17K- 0.55% |
$103K - $113K
|
754K
$18.2M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.39K- 26.34% |
$109K - $119K
|
12.3K
$296K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.4K- 20.5% |
$109K - $119K
|
17.1K
$412K
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-4.47K- 18.45% |
$111K - $121K
|
19.7K
$476K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-6.13K- 3.39% |
$152K - $166K
|
174K
$4.21M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.13K- 23.89% |
$152K - $166K
|
19.5K
$471K
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.56KClosed |
$163K - $177K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.27K- 1.33% |
$180K - $197K
|
540K
$13M
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-7.42KClosed |
$184K - $201K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-7.43KClosed |
$184K - $201K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.52KClosed |
$186K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.55KClosed |
$187K - $204K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|