Purchases and Sales Made in Q3 2024 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 2024. 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 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.67K- 2.89% |
$86.5K - $88.8K
|
123K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.06K- 3.0% |
$95.8K - $98.3K
|
131K
$3.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.47K- 6.52% |
$105K - $108K
|
64K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-4.79K- 27.97% |
$113K - $116K
|
12.3K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.24K- 4.29% |
$124K - $127K
|
117K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.47K- 60.42% |
$129K - $132K
|
3.59K
$84.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.86K- 2.07% |
$138K - $142K
|
277K
$6.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-5.94K- 6.33% |
$140K - $144K
|
87.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.48K- 3.3% |
$153K - $157K
|
190K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.49K- 4.59% |
$153K - $157K
|
135K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.2K- 4.15% |
$170K - $174K
|
166K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.07K- 2.63% |
$214K - $219K
|
335K
$7.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-10.7K- 3.36% |
$252K - $259K
|
308K
$7.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.2K- 20.08% |
$263K - $270K
|
44.4K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.2K- 33.9% |
$264K - $271K
|
21.9K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.2K- 10.97% |
$264K - $271K
|
91K
$2.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-12.7K- 3.83% |
$298K - $306K
|
318K
$7.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 5.02% |
$357K - $366K
|
286K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-18.5K- 40.5% |
$435K - $447K
|
27.1K
$642K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-21.8K- 6.08% |
$514K - $528K
|
337K
$7.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-26K- 35.88% |
$612K - $628K
|
46.4K
$1.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-26K- 9.57% |
$614K - $630K
|
246K
$5.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-28.6K- 11.8% |
$673K - $691K
|
213K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.4K- 19.39% |
$740K - $759K
|
130K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-31.4K- 5.9% |
$741K - $761K
|
501K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.5K- 53.89% |
$837K - $859K
|
30.4K
$718K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-36.6K- 11.58% |
$862K - $884K
|
279K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-45.1K- 2.43% |
$1.06M - $1.09M
|
1.81M
$42.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-49.6K- 3.9% |
$1.17M - $1.2M
|
1.22M
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.7K- 1.96% |
$1.38M - $1.42M
|
2.95M
$69.6M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-111K- 13.04% |
$2.62M - $2.69M
|
741K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-231K- 11.14% |
$5.45M - $5.59M
|
1.84M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-287K- 90.66% |
$6.77M - $6.95M
|
29.6K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-950K- 59.68% |
$22.4M - $23M
|
642K
$15.2M
|