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 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
8.35K+ 2.26% |
$191K - $198K
|
378K
$8.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.99K+ 52.96% |
$182K - $190K
|
23.1K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6K+ 19.78% |
$174K - $181K
|
46K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
7.48K+ 37.59% |
$171K - $178K
|
27.4K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.33KNew |
$144K - $150K
|
6.33K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.04K+ 3.2% |
$138K - $143K
|
195K
$4.33M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
5.89K+ 14.07% |
$134K - $140K
|
47.7K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.73K+ 2.57% |
$131K - $136K
|
229K
$5.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
5.4KNew |
$123K - $128K
|
5.4K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.64KNew |
$106K - $110K
|
4.64K
$103K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.57K+ 2.9% |
$104K - $109K
|
162K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 17.58% |
$99.7K - $104K
|
29.2K
$650K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 9.36% |
$95.2K - $99.1K
|
48.7K
$1.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$94.6K - $98.4K
|
4.15K
$92.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.02K+ 36.22% |
$91.8K - $95.5K
|
15.1K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
4.01K+ 11.09% |
$91.5K - $95.2K
|
40.1K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.95K+ 12.6% |
$90.1K - $93.7K
|
35.3K
$785K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
3.3K+ 18.77% |
$75.3K - $78.4K
|
20.9K
$465K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.18K+ 134.45% |
$72.5K - $75.5K
|
5.54K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 3.14% |
$69.7K - $72.5K
|
100K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.85KNew |
$65.1K - $67.7K
|
2.85K
$63.4K
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.82K+ 4.57% |
$64.4K - $67K
|
64.5K
$1.44M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.63K+ 19.06% |
$60K - $62.4K
|
16.4K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.57KNew |
$58.7K - $61K
|
2.57K
$57.2K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.53K+ 1.94% |
$57.9K - $60.2K
|
133K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 5.74% |
$54.7K - $57K
|
44.2K
$984K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.39KNew |
$54.5K - $56.7K
|
2.39K
$53.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.29K+ 3.24% |
$52.3K - $54.4K
|
72.9K
$1.62M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$44.5K - $46.3K
|
1.95K
$43.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.92K+ 44.59% |
$43.8K - $45.6K
|
6.22K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.56K+ 88.14% |
$35.6K - $37.1K
|
3.33K
$74.1K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.45K+ 5.91% |
$33.1K - $34.5K
|
26K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.38K+ 14.84% |
$31.5K - $32.8K
|
10.7K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
1.35K+ 6.19% |
$30.8K - $32.1K
|
23.1K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21K+ 5.28% |
$27.5K - $28.6K
|
24K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 1.66% |
$25K - $26K
|
67.3K
$1.5M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$22.8K - $23.8K
|
1K
$22.3K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.75% |
$22.8K - $23.8K
|
10.3K
$229K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
902+ 9.81% |
$20.6K - $21.4K
|
10.1K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
893+ 66.69% |
$20.4K - $21.2K
|
2.23K
$49.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
844+ 1.07% |
$19.3K - $20K
|
79.8K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
837New |
$19.1K - $19.9K
|
837
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
709+ 2.83% |
$16.2K - $16.8K
|
25.8K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
543+ 7.89% |
$12.4K - $12.9K
|
7.43K
$165K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
402+ 3.35% |
$9.18K - $9.55K
|
12.4K
$276K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
297+ 2.68% |
$6.78K - $7.05K
|
11.4K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
281+ 3.06% |
$6.42K - $6.67K
|
9.46K
$210K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273New |
$6.23K - $6.48K
|
273
$6.07K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
172+ 0.41% |
$3.93K - $4.09K
|
42.3K
$940K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
166+ 1.73% |
$3.79K - $3.94K
|
9.74K
$217K
|