Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1K- 19.9% |
$22.1K - $23.8K
|
4.03K
$95.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.11K- 2.92% |
$24.6K - $26.5K
|
37.1K
$876K
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.15K- 4.16% |
$25.5K - $27.5K
|
26.5K
$627K
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.15K- 4.16% |
$25.5K - $27.5K
|
26.5K
$627K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.19K- 7.0% |
$26.3K - $28.4K
|
15.8K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.57K- 6.39% |
$34.8K - $37.5K
|
23.1K
$545K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.62K- 6.64% |
$35.9K - $38.7K
|
22.8K
$540K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.76K- 5.42% |
$38.8K - $41.9K
|
30.6K
$725K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.13K- 7.73% |
$47K - $50.7K
|
25.4K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.13K- 2.78% |
$47.1K - $50.7K
|
74.4K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.26K- 0.38% |
$49.9K - $53.8K
|
589K
$13.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.59K- 0.7% |
$57.3K - $61.7K
|
367K
$8.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.03K- 6.9% |
$66.9K - $72.1K
|
40.8K
$965K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.32K- 1.85% |
$73.4K - $79.1K
|
176K
$4.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.33K- 18.62% |
$73.6K - $79.3K
|
14.5K
$344K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.65K- 2.53% |
$80.7K - $87K
|
141K
$3.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4.51K- 95.27% |
$99.7K - $107K
|
224
$5.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-4.86K- 3.1% |
$108K - $116K
|
152K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.91K- 10.47% |
$109K - $117K
|
42K
$993K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.06K- 9.33% |
$112K - $121K
|
49.1K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.5K- 0.98% |
$122K - $131K
|
556K
$13.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.57K- 25.7% |
$123K - $133K
|
16.1K
$381K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.26K- 12.17% |
$138K - $149K
|
45.2K
$1.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.29K- 99.99% |
$183K - $197K
|
1
$23.7
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.33K- 7.54% |
$184K - $198K
|
102K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.54K- 29.28% |
$189K - $203K
|
20.6K
$488K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-8.87K- 2.03% |
$196K - $211K
|
427K
$10.1M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-9.41K- 47.14% |
$208K - $224K
|
10.6K
$250K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-12.4K- 36.99% |
$275K - $297K
|
21.2K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.7K- 25.32% |
$281K - $303K
|
37.5K
$886K
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-12.8K- 10.71% |
$282K - $304K
|
106K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-13.1K- 78.29% |
$289K - $311K
|
3.62K
$85.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-13.2K- 38.04% |
$293K - $315K
|
21.6K
$510K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.3K- 23.86% |
$338K - $364K
|
48.7K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.4K- 10.24% |
$384K - $414K
|
152K
$3.6M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-22.5K- 55.14% |
$497K - $535K
|
18.3K
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-23.2K- 57.86% |
$512K - $552K
|
16.9K
$399K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-25.1K- 45.54% |
$556K - $599K
|
30.1K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.6K- 25.54% |
$655K - $706K
|
86.4K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.3K- 10.51% |
$736K - $793K
|
283K
$6.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-36.3K- 48.41% |
$803K - $865K
|
38.7K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-58.5K- 25.43% |
$1.29M - $1.39M
|
171K
$4.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.5K- 2.79% |
$1.4M - $1.51M
|
2.21M
$52.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-74.4K- 63.31% |
$1.64M - $1.77M
|
43.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-81.7K- 32.61% |
$1.81M - $1.95M
|
169K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-93.7K- 5.95% |
$2.07M - $2.23M
|
1.48M
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-133K- 6.67% |
$2.94M - $3.17M
|
1.86M
$44.1M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-152K- 53.11% |
$3.37M - $3.63M
|
135K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200K- 10.47% |
$4.41M - $4.76M
|
1.71M
$40.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.56M- 92.98% |
$34.5M - $37.2M
|
118K
$2.78M
|