Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11+ 0.04% |
$244 - $257
|
30K
$702K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1Closed |
$22.2 - $23.4
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4- 0.04% |
$88.7 - $93.4
|
9.45K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15- 83.33% |
$333 - $350
|
3
$70.1
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-111- 0.46% |
$2.46K - $2.59K
|
23.9K
$559K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-117- 14.57% |
$2.6K - $2.73K
|
686
$16K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-130- 1.29% |
$2.88K - $3.04K
|
9.96K
$233K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-165- 1.46% |
$3.66K - $3.85K
|
11.2K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-177- 1.0% |
$3.93K - $4.13K
|
17.5K
$409K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-204- 0.95% |
$4.52K - $4.77K
|
21.3K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-236- 3.3% |
$5.23K - $5.51K
|
6.91K
$162K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-247- 8.23% |
$5.48K - $5.77K
|
2.75K
$64.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-452- 15.83% |
$10K - $10.6K
|
2.4K
$56.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-504- 59.09% |
$11.2K - $11.8K
|
349
$8.16K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-668- 12.06% |
$14.8K - $15.6K
|
4.87K
$114K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-971- 9.38% |
$21.5K - $22.7K
|
9.38K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.01K- 2.2% |
$22.4K - $23.6K
|
45K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-1.01K- 1.45% |
$22.4K - $23.6K
|
68.6K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.04K- 2.82% |
$23.1K - $24.3K
|
35.9K
$839K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.06K- 47.67% |
$23.6K - $24.9K
|
1.17K
$27.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.25K- 82.96% |
$27.7K - $29.2K
|
257
$6.01K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.26K- 9.08% |
$27.9K - $29.3K
|
12.6K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.35K- 4.93% |
$29.9K - $31.5K
|
26K
$608K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.38K- 3.26% |
$30.6K - $32.2K
|
40.9K
$956K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.43K- 19.27% |
$31.7K - $33.4K
|
6K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.5K- 20.33% |
$33.2K - $34.9K
|
5.86K
$137K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.7K- 8.41% |
$37.8K - $39.8K
|
18.5K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.8K- 26.23% |
$39.8K - $41.9K
|
5.05K
$118K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.83K- 8.84% |
$40.6K - $42.8K
|
18.9K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.93K- 7.16% |
$42.8K - $45.1K
|
25K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.36K- 3.51% |
$52.3K - $55.1K
|
64.9K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.97K- 8.41% |
$65.9K - $69.4K
|
32.4K
$757K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.66K- 0.8% |
$81.1K - $85.5K
|
452K
$10.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.5K- 29.46% |
$99.8K - $105K
|
10.8K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-5.09K- 21.97% |
$113K - $119K
|
18.1K
$422K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.3K- 12.96% |
$117K - $124K
|
35.6K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.36K- 73.97% |
$141K - $148K
|
2.24K
$52.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6.87K- 66.79% |
$152K - $160K
|
3.41K
$79.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-7.08K- 39.91% |
$157K - $165K
|
10.7K
$249K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8.08K- 7.5% |
$179K - $189K
|
99.6K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8.51K- 41.16% |
$189K - $199K
|
12.2K
$284K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-9.04K- 2.77% |
$201K - $211K
|
317K
$7.42M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.15K- 9.28% |
$203K - $214K
|
89.4K
$2.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-9.31K- 19.51% |
$206K - $217K
|
38.4K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 3.64% |
$223K - $235K
|
266K
$6.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-10.5K- 11.97% |
$232K - $245K
|
76.9K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-10.9K- 46.96% |
$241K - $254K
|
12.3K
$287K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 31.84% |
$245K - $258K
|
23.7K
$553K
|