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 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
117+ 0.37% |
$3.12K - $3.18K
|
32.1K
$760K
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
96+ 0.56% |
$2.56K - $2.61K
|
17.3K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89+ 0.82% |
$2.38K - $2.42K
|
10.9K
$258K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
79+ 0.58% |
$2.11K - $2.14K
|
13.7K
$323K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
55+ 0.57% |
$1.47K - $1.49K
|
9.74K
$230K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
37+ 0.57% |
$988 - $1K
|
6.57K
$155K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
22+ 0.13% |
$587 - $597
|
16.7K
$394K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
16+ 0.14% |
$427 - $434
|
11.6K
$274K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
13+ 1.09% |
$347 - $353
|
1.21K
$28.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.11% |
$240 - $244
|
8.51K
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.06% |
$187 - $190
|
11.2K
$264K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
6+ 0.54% |
$160 - $163
|
1.12K
$26.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.61% |
$134 - $136
|
827
$19.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3+ 0.69% |
$80.1 - $81.4
|
438
$10.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.51% |
$80.1 - $81.4
|
586
$13.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$53.4 - $54.3
|
9.57K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$26.7 - $27.1
|
1
$23.7
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$26.7 - $27.1
|
92.8K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-14- 4.44% |
$374 - $380
|
301
$7.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-56- 12.58% |
$1.5K - $1.52K
|
389
$9.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-84- 1.35% |
$2.24K - $2.28K
|
6.14K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-95- 1.78% |
$2.54K - $2.58K
|
5.24K
$124K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-159Closed |
$4.25K - $4.32K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-189- 0.6% |
$5.05K - $5.13K
|
31.2K
$738K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-251- 0.82% |
$6.7K - $6.81K
|
30.4K
$718K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-288Closed |
$7.69K - $7.82K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-327- 1.09% |
$8.73K - $8.87K
|
29.6K
$700K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-384- 3.9% |
$10.3K - $10.4K
|
9.47K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-432- 5.5% |
$11.5K - $11.7K
|
7.43K
$176K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-503- 2.5% |
$13.4K - $13.7K
|
19.6K
$464K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-665Closed |
$17.8K - $18K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-700- 1.14% |
$18.7K - $19K
|
60.6K
$1.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-754- 4.33% |
$20.1K - $20.5K
|
16.6K
$394K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-822- 3.69% |
$21.9K - $22.3K
|
21.4K
$507K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-832- 3.21% |
$22.2K - $22.6K
|
25.1K
$593K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 10.98% |
$27.6K - $28.1K
|
8.38K
$198K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.06K- 11.5% |
$28.2K - $28.7K
|
8.14K
$192K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.07KClosed |
$28.6K - $29K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.12K- 5.37% |
$29.9K - $30.3K
|
19.7K
$466K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.12KClosed |
$29.9K - $30.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 1.79% |
$30.1K - $30.6K
|
61.7K
$1.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 8.28% |
$38.4K - $39.1K
|
15.9K
$377K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.73K- 1.89% |
$46.3K - $47.1K
|
90K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.13K- 0.12% |
$56.9K - $57.8K
|
1.82M
$43.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.21K- 14.95% |
$59K - $60K
|
12.6K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.3K- 2.63% |
$61.3K - $62.3K
|
85.1K
$2.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 8.25% |
$61.6K - $62.6K
|
25.6K
$607K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.49K- 11.07% |
$66.5K - $67.6K
|
20K
$473K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 27.53% |
$77.2K - $78.5K
|
7.61K
$180K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.1K- 2.19% |
$82.7K - $84.1K
|
139K
$3.28M
|