Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.52M+ 26.92% |
$150M - $157M
|
30.8M
$729M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
519KNew |
$11.9M - $12.5M
|
519K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
364K+ 20.58% |
$8.36M - $8.77M
|
2.13M
$50.5M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
297KNew |
$6.81M - $7.15M
|
297K
$7.03M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
261K+ 346.67% |
$5.99M - $6.29M
|
336K
$7.97M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
255K+ 244.96% |
$5.87M - $6.15M
|
360K
$8.53M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
238K+ 618.82% |
$5.47M - $5.74M
|
277K
$6.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
179K+ 2185.18% |
$4.11M - $4.31M
|
187K
$4.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
173K+ 216.82% |
$3.98M - $4.18M
|
253K
$6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
123K+ 44.5% |
$2.83M - $2.97M
|
401K
$9.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
121K+ 13.42% |
$2.77M - $2.91M
|
1.02M
$24.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 46.17% |
$2.43M - $2.55M
|
336K
$7.96M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
101K+ 6.71% |
$2.31M - $2.43M
|
1.6M
$37.9M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92.9K+ 738.92% |
$2.13M - $2.24M
|
105K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
92.2K+ 696.1% |
$2.12M - $2.22M
|
105K
$2.5M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
87.2K+ 112.04% |
$2M - $2.1M
|
165K
$3.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
71.8K+ 19.45% |
$1.65M - $1.73M
|
441K
$10.5M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.8KNew |
$1.53M - $1.61M
|
66.8K
$1.58M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.3K+ 13.37% |
$1.5M - $1.57M
|
554K
$13.1M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
60.6K+ 16.25% |
$1.39M - $1.46M
|
433K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
60.6K+ 13.84% |
$1.39M - $1.46M
|
498K
$11.8M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
55.6K+ 54.61% |
$1.28M - $1.34M
|
158K
$3.73M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
52.5KNew |
$1.2M - $1.26M
|
52.5K
$1.24M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.6K+ 28.48% |
$1.14M - $1.19M
|
224K
$5.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.9K+ 12.5% |
$985K - $1.03M
|
386K
$9.15M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
41.1KNew |
$944K - $991K
|
41.1K
$975K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35KNew |
$804K - $843K
|
35K
$830K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34.9K+ 352.52% |
$801K - $841K
|
44.8K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
34.9K+ 1.19% |
$801K - $841K
|
2.97M
$70.3M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
33.2K+ 23.28% |
$763K - $801K
|
176K
$4.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
25.4K+ 274.46% |
$582K - $611K
|
34.6K
$820K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
23.8K+ 239.64% |
$546K - $573K
|
33.7K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 94.12% |
$523K - $549K
|
47K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
22.3KNew |
$512K - $538K
|
22.3K
$529K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.3K+ 126.3% |
$512K - $538K
|
40K
$948K
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20.5KNew |
$471K - $495K
|
20.5K
$487K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
18.3K+ 19.15% |
$420K - $441K
|
114K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
18.2KNew |
$419K - $439K
|
18.2K
$432K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
16.3K+ 26.62% |
$373K - $392K
|
77.3K
$1.83M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.1KNew |
$325K - $341K
|
14.1K
$335K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12.5K+ 148.47% |
$288K - $302K
|
21K
$498K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.4K+ 11.83% |
$285K - $299K
|
117K
$2.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.1K+ 7.85% |
$255K - $267K
|
152K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$242K - $254K
|
10.5K
$250K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.34KNew |
$214K - $225K
|
9.34K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.3KNew |
$214K - $224K
|
9.3K
$220K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.13KNew |
$210K - $220K
|
9.13K
$216K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.92KNew |
$205K - $215K
|
8.92K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.27K+ 30.53% |
$190K - $199K
|
35.4K
$838K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78K+ 79.62% |
$179K - $187K
|
17.5K
$416K
|