Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
438KNew |
$9.59M - $10.2M
|
438K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
390K+ 44.56% |
$8.54M - $9.04M
|
1.27M
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
252K+ 6.46% |
$5.51M - $5.83M
|
4.15M
$97M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
151K+ 422.73% |
$3.3M - $3.49M
|
186K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 56.44% |
$3.25M - $3.44M
|
412K
$9.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
60.9K+ 68.31% |
$1.33M - $1.41M
|
150K
$3.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33KNew |
$722K - $765K
|
33K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
31.8KNew |
$696K - $736K
|
31.8K
$743K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.7KNew |
$476K - $503K
|
21.7K
$508K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
21.5K+ 10.51% |
$470K - $498K
|
226K
$5.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.5KNew |
$383K - $405K
|
17.5K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14.4K+ 1516.79% |
$314K - $333K
|
15.3K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
13.8KNew |
$302K - $319K
|
13.8K
$322K
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7.85K+ 41.4% |
$172K - $182K
|
26.8K
$627K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.12K+ 15.75% |
$112K - $119K
|
37.6K
$880K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.43K+ 379.28% |
$97K - $103K
|
5.6K
$131K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 7.25% |
$67K - $70.9K
|
45.3K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 639.26% |
$48.8K - $51.7K
|
2.58K
$60.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 55.66% |
$29.3K - $31K
|
3.74K
$87.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
947New |
$20.7K - $21.9K
|
947
$22.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
381+ 1.18% |
$8.34K - $8.83K
|
32.8K
$766K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
235+ 1.87% |
$5.14K - $5.44K
|
12.8K
$300K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
180+ 1.76% |
$3.94K - $4.17K
|
10.4K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 0.82% |
$3.83K - $4.05K
|
21.6K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
106New |
$2.32K - $2.46K
|
106
$2.48K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92New |
$2.01K - $2.13K
|
92
$2.15K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 7.77% |
$1.42K - $1.51K
|
772
$18K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-131- 0.61% |
$2.87K - $3.04K
|
21.2K
$495K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-182- 3.74% |
$3.98K - $4.22K
|
4.69K
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-207- 2.29% |
$4.53K - $4.8K
|
8.84K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-326- 3.48% |
$7.14K - $7.55K
|
9.05K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-472- 1.08% |
$10.3K - $10.9K
|
43.1K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-865- 3.62% |
$18.9K - $20K
|
23.1K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-881- 4.13% |
$19.3K - $20.4K
|
20.4K
$478K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.96K- 13.08% |
$86.8K - $91.8K
|
26.3K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.17K- 17.49% |
$157K - $166K
|
33.8K
$790K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-12.1K- 49.26% |
$265K - $280K
|
12.5K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-13.1K- 17.01% |
$286K - $303K
|
63.9K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.7K- 42.36% |
$322K - $341K
|
20K
$468K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-14.8K- 5.71% |
$324K - $343K
|
245K
$5.72M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.1K- 70.57% |
$483K - $511K
|
9.2K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-24.6K- 29.83% |
$537K - $569K
|
57.8K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.7K- 20.84% |
$562K - $595K
|
97.4K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30.5K- 10.38% |
$667K - $706K
|
263K
$6.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-66.6K- 87.43% |
$1.46M - $1.54M
|
9.57K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-96K- 30.25% |
$2.1M - $2.22M
|
221K
$5.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-364K- 87.3% |
$7.96M - $8.43M
|
52.9K
$1.24M
|