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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-6.32K- 39.44% |
$144K - $150K
|
9.7K
$216K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.55K- 1.97% |
$150K - $156K
|
326K
$7.26M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.89K- 3.25% |
$157K - $164K
|
205K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.32K- 6.37% |
$167K - $174K
|
108K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.03K- 27.93% |
$183K - $191K
|
20.7K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.12K- 1.75% |
$185K - $193K
|
455K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-9.03K- 20.65% |
$206K - $215K
|
34.7K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-10.2K- 2.71% |
$233K - $242K
|
367K
$8.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.9K- 54.33% |
$248K - $258K
|
9.12K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-14.2K- 3.6% |
$324K - $337K
|
380K
$8.44M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-14.2K- 82.56% |
$324K - $337K
|
3K
$66.8K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.9K- 5.44% |
$363K - $377K
|
276K
$6.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-16.6K- 51.18% |
$380K - $395K
|
15.9K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 32.66% |
$385K - $400K
|
34.7K
$773K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-17.1K- 20.03% |
$390K - $406K
|
68.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.4K- 16.64% |
$626K - $651K
|
137K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-29.8K- 5.96% |
$681K - $708K
|
470K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-32.5K- 46.62% |
$742K - $772K
|
37.2K
$828K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.2K- 95.66% |
$759K - $789K
|
1.51K
$33.6K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-36.8K- 40.06% |
$841K - $875K
|
55.1K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-53.3K- 10.48% |
$1.22M - $1.26M
|
455K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-62.3K- 9.71% |
$1.42M - $1.48M
|
579K
$12.9M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-63.6K- 94.52% |
$1.45M - $1.51M
|
3.69K
$82.1K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70.5K- 7.22% |
$1.61M - $1.68M
|
907K
$20.2M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70.7K- 34.37% |
$1.61M - $1.68M
|
135K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-102K- 4.9% |
$2.33M - $2.42M
|
1.98M
$44M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-136K- 41.09% |
$3.09M - $3.22M
|
194K
$4.32M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-157K- 26.17% |
$3.57M - $3.72M
|
442K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-281K- 39.73% |
$6.41M - $6.67M
|
426K
$9.48M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-330K- 53.04% |
$7.54M - $7.84M
|
292K
$6.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-404K- 25.69% |
$9.22M - $9.59M
|
1.17M
$26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-507K- 91.67% |
$11.6M - $12M
|
46.1K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-552K- 72.3% |
$12.6M - $13.1M
|
211K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-930K- 36.5% |
$21.2M - $22.1M
|
1.62M
$36M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.9M- 3.82% |
$43.4M - $45.1M
|
47.8M
$1.06B
|