Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
998K+ 36.95% |
$22.8M - $23.7M
|
3.7M
$83.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
73.3K+ 10.3% |
$1.67M - $1.74M
|
785K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
72.1K+ 9.55% |
$1.65M - $1.71M
|
827K
$18.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
32.9K+ 1828.08% |
$752K - $782K
|
34.7K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
29.6K+ 10.12% |
$677K - $704K
|
322K
$7.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
27.1K+ 3.56% |
$618K - $643K
|
788K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
15.7KNew |
$359K - $374K
|
15.7K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.91KNew |
$203K - $212K
|
8.91K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.35K+ 2.26% |
$191K - $198K
|
378K
$8.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.73K+ 2.57% |
$131K - $136K
|
229K
$5.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.57K+ 2.9% |
$104K - $109K
|
162K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 17.58% |
$99.7K - $104K
|
29.2K
$656K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$94.6K - $98.4K
|
4.15K
$93.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.18K+ 134.45% |
$72.5K - $75.5K
|
5.54K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 44.59% |
$43.8K - $45.6K
|
6.22K
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.35K+ 6.19% |
$30.8K - $32.1K
|
23.1K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21K+ 5.28% |
$27.5K - $28.6K
|
24K
$540K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
902+ 9.81% |
$20.6K - $21.4K
|
10.1K
$227K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
402+ 3.35% |
$9.18K - $9.55K
|
12.4K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.17% |
$845 - $879
|
21.5K
$483K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-45- 0.25% |
$1.03K - $1.07K
|
17.7K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-764- 1.75% |
$17.4K - $18.1K
|
42.8K
$961K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.08K- 16.73% |
$47.5K - $49.4K
|
10.4K
$232K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.55K- 1.97% |
$150K - $156K
|
326K
$7.33M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-14.2K- 82.56% |
$324K - $337K
|
3K
$67.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-16.6K- 51.18% |
$380K - $395K
|
15.9K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.1K- 20.03% |
$390K - $406K
|
68.2K
$1.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.2K- 95.66% |
$759K - $789K
|
1.51K
$33.9K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-330K- 53.04% |
$7.54M - $7.84M
|
292K
$6.56M
|