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 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.21K+ 38.13% |
$219K - $223K
|
29.7K
$697K
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
8.19KNew |
$219K - $222K
|
8.19K
$192K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7.61KNew |
$203K - $206K
|
7.61K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.55KNew |
$202K - $205K
|
7.55K
$177K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.55K+ 35.8% |
$201K - $205K
|
28.6K
$672K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
7.42KNew |
$198K - $201K
|
7.42K
$174K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
6.49KNew |
$173K - $176K
|
6.49K
$152K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6.21K+ 12.82% |
$166K - $169K
|
54.7K
$1.28M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.14K+ 653.67% |
$164K - $167K
|
7.08K
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.13KNew |
$164K - $166K
|
6.13K
$144K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.19K+ 6.29% |
$138K - $141K
|
87.6K
$2.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.14K+ 4.93% |
$137K - $139K
|
109K
$2.57M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
4.77K+ 4.99% |
$127K - $129K
|
100K
$2.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.73K+ 4.92% |
$126K - $128K
|
101K
$2.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.28K+ 470.3% |
$114K - $116K
|
5.18K
$122K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
4.05K+ 3.78% |
$108K - $110K
|
111K
$2.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.97K+ 7.91% |
$106K - $108K
|
54.2K
$1.27M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.74K+ 5.39% |
$99.7K - $101K
|
73K
$1.71M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.63KNew |
$96.9K - $98.5K
|
3.63K
$85.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.43K+ 22.27% |
$91.5K - $93K
|
18.8K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.02K+ 0.4% |
$80.7K - $82.1K
|
758K
$17.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3KNew |
$80.1K - $81.4K
|
3K
$70.4K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.96K+ 16.47% |
$79.1K - $80.4K
|
20.9K
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.92K+ 5.47% |
$77.9K - $79.2K
|
56.3K
$1.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 26.41% |
$70.7K - $71.9K
|
12.7K
$297K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.62K+ 4.68% |
$70.1K - $71.2K
|
58.6K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.56K+ 26.8% |
$68.4K - $69.5K
|
12.1K
$284K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.73K+ 5.93% |
$46.1K - $46.8K
|
30.8K
$723K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.63K+ 6.77% |
$43.5K - $44.3K
|
25.7K
$604K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 7.49% |
$39.6K - $40.3K
|
21.3K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.48K+ 8.93% |
$39.4K - $40.1K
|
18K
$423K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.39KNew |
$37.2K - $37.8K
|
1.39K
$32.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.15K+ 11.48% |
$30.7K - $31.2K
|
11.2K
$262K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12K+ 100.0% |
$29.8K - $30.3K
|
2.23K
$52.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.1K+ 1.28% |
$29.3K - $29.7K
|
86.6K
$2.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.01K+ 1.22% |
$27K - $27.5K
|
83.9K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
894+ 0.31% |
$23.9K - $24.3K
|
289K
$6.79M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
839New |
$22.4K - $22.8K
|
839
$19.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
813+ 4.57% |
$21.7K - $22.1K
|
18.6K
$436K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
631New |
$16.8K - $17.1K
|
631
$14.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
616New |
$16.4K - $16.7K
|
616
$14.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
612+ 2.56% |
$16.3K - $16.6K
|
24.6K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
597+ 1.13% |
$15.9K - $16.2K
|
53.6K
$1.26M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
597+ 1.13% |
$15.9K - $16.2K
|
53.6K
$1.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
528+ 2.94% |
$14.1K - $14.3K
|
18.5K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
498+ 1.97% |
$13.3K - $13.5K
|
25.8K
$605K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400+ 0.45% |
$10.7K - $10.9K
|
89.2K
$2.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
341+ 0.19% |
$9.1K - $9.25K
|
178K
$4.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
309+ 0.89% |
$8.25K - $8.39K
|
35.2K
$825K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
206+ 1.05% |
$5.5K - $5.59K
|
19.8K
$465K
|