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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
160New |
$3.65K - $3.8K
|
160
$3.56K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
84+ 0.67% |
$1.92K - $2K
|
12.6K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 18.34% |
$1.42K - $1.47K
|
400
$8.9K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.54% |
$1.05K - $1.09K
|
8.59K
$191K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.17% |
$845 - $879
|
21.5K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
22+ 0.12% |
$502 - $523
|
17.7K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20+ 0.1% |
$457 - $475
|
20.7K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10+ 0.05% |
$228 - $238
|
22K
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9+ 0.04% |
$205 - $214
|
21K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$22.8 - $23.8
|
1
$22.3
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 51.35% |
$434 - $451
|
18
$401
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-45- 0.25% |
$1.03K - $1.07K
|
17.7K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-77- 1.04% |
$1.76K - $1.83K
|
7.36K
$164K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-163- 1.82% |
$3.72K - $3.87K
|
8.81K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-233- 3.16% |
$5.32K - $5.53K
|
7.15K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-280- 2.41% |
$6.39K - $6.65K
|
11.3K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-433- 1.45% |
$9.89K - $10.3K
|
29.5K
$656K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-433- 2.53% |
$9.89K - $10.3K
|
16.7K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-601- 27.24% |
$13.7K - $14.3K
|
1.61K
$35.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-650- 8.67% |
$14.8K - $15.4K
|
6.84K
$152K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-764- 1.75% |
$17.4K - $18.1K
|
42.8K
$952K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-787- 2.18% |
$18K - $18.7K
|
35.3K
$786K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-802- 49.97% |
$18.3K - $19K
|
803
$17.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-835- 0.79% |
$19.1K - $19.8K
|
105K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-886- 7.1% |
$20.2K - $21K
|
11.6K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-990- 3.19% |
$22.6K - $23.5K
|
30K
$668K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 68.0% |
$23.3K - $24.2K
|
480
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 1.11% |
$29.7K - $30.9K
|
116K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1.31K- 6.31% |
$30K - $31.2K
|
19.5K
$433K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.37K- 4.84% |
$31.3K - $32.6K
|
27K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 19.47% |
$34K - $35.4K
|
6.16K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.05K- 1.74% |
$46.8K - $48.6K
|
116K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.08K- 16.73% |
$47.5K - $49.4K
|
10.4K
$230K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.67K- 11.89% |
$60.8K - $63.3K
|
19.8K
$440K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.79K- 31.36% |
$63.7K - $66.3K
|
6.11K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.8K- 14.23% |
$63.9K - $66.5K
|
16.9K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.93K- 22.61% |
$66.8K - $69.5K
|
10K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-3.05K- 11.66% |
$69.7K - $72.5K
|
23.1K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.08K- 7.55% |
$70.2K - $73.1K
|
37.6K
$838K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.34KClosed |
$76.3K - $79.4K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4K- 37.43% |
$91.3K - $95K
|
6.69K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 1.42% |
$91.4K - $95.1K
|
277K
$6.17M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.1K- 28.85% |
$93.6K - $97.4K
|
10.1K
$225K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.21K- 29.48% |
$96.1K - $100K
|
10.1K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4.95K- 50.0% |
$113K - $118K
|
4.95K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.17K- 4.99% |
$118K - $123K
|
98.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-5.84K- 10.69% |
$133K - $139K
|
48.8K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6K- 92.31% |
$137K - $143K
|
500
$11.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.2K- 6.71% |
$141K - $147K
|
86.2K
$1.92M
|