Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Natl Amt Fre (PZA)

PZA Quotes by TradingView

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
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
7.51K
+ 15.83%
$172K - $181K
55K $1.3M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
6.62K
+ 27.93%
$152K - $159K
30.3K $717K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
5.34K
+ 448.57%
$123K - $129K
6.53K $154K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.34K
New
$122K - $129K
5.34K $126K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
4.91K
+ 4.22%
$113K - $118K
121K $2.87M
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
4.13K
+ 16.26%
$94.9K - $99.6K
29.6K $699K
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
3.75K
+ 24.53%
$86.1K - $90.3K
19K $450K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
3.61K
New
$82.8K - $86.8K
3.61K $85.3K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
3.59K
+ 3.51%
$82.4K - $86.5K
106K $2.51M
Apr 04, 2023 Q1 2023
Confluence Investment Management LLC

BUY
 -
3.5K
+ 0.93%
$80.3K - $84.2K
379K $8.97M
Apr 14, 2023 Q1 2023
Arden Trust CO

BUY
 -
3.07K
+ 3.48%
$70.4K - $73.8K
91.2K $2.16M
May 12, 2023 Q1 2023
Clearbridge Investments, LLC

New York, NY
BUY
 -
3K
+ 3.35%
$68.8K - $72.2K
92.3K $2.18M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.66K
+ 4.65%
$61K - $64K
59.9K $1.42M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
2.23K
+ 9.92%
$51.2K - $53.7K
24.7K $585K
May 11, 2023 Q1 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
2.19K
+ 1.44%
$50.4K - $52.8K
154K $3.65M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
2.13K
New
$48.8K - $51.2K
2.13K $50.3K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
1.61K
+ 3.66%
$36.9K - $38.8K
45.5K $1.08M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
1.55K
+ 11.38%
$35.6K - $37.3K
15.2K $359K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.54K
New
$35.2K - $37K
1.54K $36.3K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.06K
+ 5.29%
$24.3K - $25.5K
21.1K $499K
May 05, 2023 Q1 2023
Lebenthal Global Advisors, LLC

BUY
 -
866
+ 0.93%
$19.9K - $20.9K
93.6K $2.21M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

BUY
 -
650
+ 1.07%
$14.9K - $15.7K
61.6K $1.46M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
565
+ 0.94%
$13K - $13.6K
60.7K $1.44M
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
500
New
$11.5K - $12K
500 $11.8K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
487
+ 1.23%
$11.2K - $11.7K
40.1K $949K
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
455
+ 1.61%
$10.4K - $11K
28.8K $680K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
453
New
$10.4K - $10.9K
453 $10.7K
Apr 11, 2023 Q1 2023
First Affirmative Financial Network

BUY
 -
299
+ 1.42%
$6.87K - $7.2K
21.4K $506K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
191
+ 1.56%
$4.39K - $4.6K
12.4K $294K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
128
New
$2.94K - $3.08K
128 $3.03K
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
106
+ 0.09%
$2.43K - $2.55K
114K $2.7M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
103
+ 0.73%
$2.36K - $2.48K
14.1K $335K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
92
New
$2.11K - $2.22K
92 $2.18K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
86
+ 0.17%
$1.97K - $2.07K
50.1K $1.18M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
25
+ 0.15%
$574 - $602
16.6K $391K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
6
+ 0.71%
$138 - $145
856 $20.2K
May 15, 2023 Q1 2023
Petix & Botte CO

SELL
 -
-12
- 0.07%
$276 - $289
17.3K $408K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-29
- 0.24%
$666 - $699
12K $283K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

SELL
 -
-29
- 0.32%
$666 - $699
9.13K $216K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-147
- 2.16%
$3.38K - $3.54K
6.67K $158K
Apr 18, 2023 Q1 2023
First United Bank & Trust

SELL
 -
-150
- 1.16%
$3.44K - $3.61K
12.7K $301K
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

SELL
 -
-180
- 0.69%
$4.13K - $4.34K
26.1K $617K
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

SELL
 -
-195
- 2.02%
$4.48K - $4.7K
9.45K $223K
May 02, 2023 Q1 2023
Oakworth Capital, Inc.

SELL
 -
-201
- 17.09%
$4.61K - $4.84K
975 $23.1K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-226
- 0.77%
$5.19K - $5.44K
29.2K $691K
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-358
Closed
$8.22K - $8.62K
0 $0
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-763
- 7.09%
$17.5K - $18.4K
9.99K $236K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-817
- 47.58%
$18.8K - $19.7K
900 $21.3K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

SELL
 -
-873
- 0.52%
$20K - $21K
167K $3.94M

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