Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.07M+ 3.94% |
$28.5M - $29M
|
28.2M
$666M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
421KNew |
$11.2M - $11.4M
|
421K
$9.95M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
336K+ 200.34% |
$8.98M - $9.12M
|
504K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
231K+ 13.52% |
$6.16M - $6.26M
|
1.94M
$45.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
204KNew |
$5.45M - $5.54M
|
204K
$4.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
165K+ 10.39% |
$4.42M - $4.49M
|
1.76M
$41.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
134KNew |
$3.58M - $3.64M
|
134K
$3.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.8KNew |
$2.32M - $2.36M
|
86.8K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 1.94% |
$2.12M - $2.16M
|
4.18M
$98.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
79.5K+ 110.42% |
$2.12M - $2.16M
|
151K
$3.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60.1K+ 81.66% |
$1.6M - $1.63M
|
134K
$3.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
53.1KNew |
$1.42M - $1.44M
|
53.1K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.3K+ 6.84% |
$1.24M - $1.26M
|
724K
$17.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46.1K+ 485.44% |
$1.23M - $1.25M
|
55.6K
$1.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45.7K+ 3786.65% |
$1.22M - $1.24M
|
46.9K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
43.1K+ 7.86% |
$1.15M - $1.17M
|
592K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
42KNew |
$1.12M - $1.14M
|
42K
$992K
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
41.8KNew |
$1.12M - $1.14M
|
41.8K
$989K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41.6K+ 78.97% |
$1.11M - $1.13M
|
94.2K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
39.7KNew |
$1.06M - $1.08M
|
39.7K
$938K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.9K+ 7.66% |
$1.04M - $1.06M
|
547K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.6K+ 3.82% |
$976K - $992K
|
993K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.1K+ 7.76% |
$965K - $981K
|
502K
$11.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
31KNew |
$827K - $841K
|
31K
$733K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.8K+ 26.99% |
$821K - $835K
|
145K
$3.42M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
30.5KNew |
$814K - $828K
|
30.5K
$721K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
30.2K+ 187.69% |
$807K - $820K
|
46.3K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.5KNew |
$788K - $801K
|
29.5K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.7K+ 2.81% |
$739K - $751K
|
1.01M
$23.9M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
26KNew |
$694K - $706K
|
26K
$615K
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
24.2KNew |
$646K - $657K
|
24.2K
$572K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
23.6K+ 188.57% |
$630K - $640K
|
36.1K
$854K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
23.2KNew |
$621K - $631K
|
23.2K
$550K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
22.1K+ 32.22% |
$590K - $599K
|
90.6K
$2.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
18.3KNew |
$489K - $497K
|
18.3K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
17.2K+ 16.52% |
$458K - $466K
|
121K
$2.86M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 7.42% |
$424K - $430K
|
230K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5KNew |
$413K - $420K
|
15.5K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
BUY
|
- |
13.2KNew |
$352K - $358K
|
13.2K
$312K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
13.1KNew |
$350K - $356K
|
13.1K
$310K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.4KNew |
$331K - $337K
|
12.4K
$294K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3K+ 9.28% |
$329K - $335K
|
145K
$3.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$322K - $327K
|
12.1K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.2K+ 3824.91% |
$299K - $304K
|
11.5K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.5K+ 6.17% |
$280K - $285K
|
180K
$4.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
10.2K+ 37.53% |
$271K - $276K
|
37.2K
$880K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
9.96K+ 774.11% |
$266K - $270K
|
11.2K
$266K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.02KNew |
$241K - $245K
|
9.02K
$213K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
9KNew |
$240K - $244K
|
9K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.24K+ 10.18% |
$220K - $224K
|
89.1K
$2.11M
|