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 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.61KClosed |
$189K - $206K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.68KClosed |
$190K - $208K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.99KClosed |
$198K - $216K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-8.14KClosed |
$202K - $220K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.38KClosed |
$208K - $227K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.48K- 33.8% |
$210K - $229K
|
16.6K
$401K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.5K- 33.24% |
$211K - $230K
|
17.1K
$412K
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.51KClosed |
$211K - $230K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-9K- 80.05% |
$223K - $243K
|
2.24K
$54.1K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.02KClosed |
$224K - $244K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.73K- 44.6% |
$241K - $263K
|
12.1K
$292K
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-9.75KClosed |
$242K - $264K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10K- 31.86% |
$248K - $271K
|
21.4K
$516K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3KClosed |
$280K - $305K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.5KClosed |
$285K - $311K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.7K- 26.87% |
$291K - $317K
|
31.9K
$770K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12K- 39.5% |
$298K - $325K
|
18.4K
$444K
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4KClosed |
$308K - $336K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-12.8K- 24.2% |
$318K - $347K
|
40.2K
$971K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-13.6KClosed |
$336K - $367K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.5KClosed |
$383K - $418K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.9KClosed |
$395K - $431K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.9K- 4.01% |
$418K - $456K
|
404K
$9.75M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.3K- 19.7% |
$428K - $467K
|
70.3K
$1.7M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-18.6KClosed |
$461K - $503K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-18.7K- 44.76% |
$464K - $507K
|
23.1K
$558K
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-19.8KClosed |
$492K - $537K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.1K- 21.7% |
$499K - $545K
|
72.6K
$1.75M
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-21.2K- 28.12% |
$527K - $575K
|
54.3K
$1.31M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-22.6K- 64.24% |
$561K - $612K
|
12.6K
$304K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25.7KClosed |
$638K - $696K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-26KClosed |
$645K - $704K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.5K- 14.9% |
$657K - $717K
|
151K
$3.65M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.3K- 63.33% |
$728K - $794K
|
17K
$410K
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-30.5KClosed |
$756K - $825K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-31KClosed |
$768K - $838K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-39.1K- 13.5% |
$969K - $1.06M
|
250K
$6.04M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-39.7KClosed |
$983K - $1.07M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42KClosed |
$1.04M - $1.14M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-43.4K- 29.87% |
$1.08M - $1.17M
|
102K
$2.46M
|
|
May 09, 2022
Q1 2022
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-62.7K- 30.75% |
$1.56M - $1.7M
|
141K
$3.41M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-64K- 27.89% |
$1.59M - $1.73M
|
166K
$4M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-83.7K- 88.91% |
$2.08M - $2.27M
|
10.5K
$252K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-101K- 9.97% |
$2.5M - $2.73M
|
911K
$22M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-134K- 6.9% |
$3.32M - $3.62M
|
1.8M
$43.5M
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-134KClosed |
$3.32M - $3.62M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-151KClosed |
$3.76M - $4.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.67M- 13.03% |
$91M - $99.3M
|
24.5M
$591M
|