Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.44K- 59.26% |
$80.5K - $83.3K
|
2.36K
$55.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.51K- 7.75% |
$82.2K - $85.1K
|
41.8K
$985K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.79K- 18.03% |
$88.7K - $91.8K
|
17.2K
$405K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.88K- 1.15% |
$90.9K - $94.1K
|
333K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.91K- 1.17% |
$91.5K - $94.8K
|
331K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.28K- 23.13% |
$100K - $104K
|
14.2K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.68K- 1.47% |
$110K - $114K
|
313K
$7.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.8K- 73.03% |
$112K - $116K
|
1.77K
$41.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.2K- 7.29% |
$122K - $126K
|
66.2K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.33K- 9.69% |
$148K - $154K
|
59.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.27K- 12.35% |
$170K - $176K
|
51.6K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.52K- 7.53% |
$176K - $182K
|
92.4K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.04K- 44.87% |
$188K - $195K
|
9.88K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.84K- 22.49% |
$230K - $239K
|
33.9K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 52.98% |
$271K - $281K
|
10.3K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.8K- 44.62% |
$276K - $286K
|
14.6K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.9K- 29.59% |
$279K - $289K
|
28.4K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.9K- 42.59% |
$303K - $314K
|
17.4K
$411K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 3.67% |
$384K - $397K
|
430K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.8K- 14.38% |
$439K - $455K
|
112K
$2.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 23.4% |
$499K - $517K
|
69.7K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-23.1K- 9.37% |
$540K - $559K
|
223K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-24.8K- 13.09% |
$581K - $602K
|
165K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-26K- 6.57% |
$609K - $630K
|
370K
$8.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-26.4K- 41.72% |
$619K - $641K
|
36.9K
$869K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31.3K- 67.46% |
$733K - $759K
|
15.1K
$355K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-36.6K- 2.99% |
$857K - $888K
|
1.19M
$28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.3K- 6.82% |
$968K - $1M
|
564K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.5K- 6.17% |
$1.11M - $1.15M
|
722K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-53.9K- 1.83% |
$1.26M - $1.31M
|
2.89M
$68.1M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110K- 72.84% |
$2.57M - $2.66M
|
40.9K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-119K- 16.01% |
$2.78M - $2.88M
|
622K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-120K- 56.15% |
$2.81M - $2.91M
|
93.6K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-122K- 90.39% |
$2.85M - $2.95M
|
12.9K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-124K- 37.63% |
$2.9M - $3.01M
|
206K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-160K- 9.27% |
$3.76M - $3.89M
|
1.57M
$37M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-248K- 38.67% |
$5.81M - $6.02M
|
394K
$9.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-461K- 79.71% |
$10.8M - $11.2M
|
117K
$2.76M
|