Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II N Y AMT -FRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
86.8KNew |
$1.91M - $2M
|
86.8K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
61K+ 40.58% |
$1.34M - $1.4M
|
211K
$4.57M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 6.15% |
$837K - $873K
|
655K
$14.2M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
28.1K+ 15.85% |
$619K - $646K
|
205K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 30.44% |
$284K - $297K
|
55.3K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 8.23% |
$281K - $293K
|
167K
$3.62M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.8K+ 1765.37% |
$260K - $271K
|
12.4K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 52.77% |
$236K - $246K
|
31K
$670K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$232K - $242K
|
10.5K
$227K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10K+ 36.83% |
$221K - $230K
|
37.2K
$804K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.55KNew |
$211K - $220K
|
9.55K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 21.57% |
$147K - $153K
|
37.6K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.27K+ 0.99% |
$72.2K - $75.3K
|
333K
$7.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
290+ 0.96% |
$6.39K - $6.67K
|
30.6K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92+ 0.44% |
$2.03K - $2.12K
|
20.9K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49+ 2.26% |
$1.08K - $1.13K
|
2.22K
$48K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16+ 0.08% |
$353 - $368
|
19.5K
$422K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$110 - $115
|
13.6K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103- 0.34% |
$2.27K - $2.37K
|
30.5K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 0.94% |
$4.41K - $4.6K
|
21.1K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-987- 4.55% |
$21.8K - $22.7K
|
20.7K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68K- 24.52% |
$59.2K - $61.7K
|
8.26K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.25K- 4.09% |
$71.6K - $74.6K
|
76.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.36K- 17.45% |
$74K - $77.2K
|
15.9K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-3.99K- 6.25% |
$88K - $91.8K
|
59.9K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-5.98K- 38.73% |
$132K - $137K
|
9.46K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.18K- 12.98% |
$158K - $165K
|
48.1K
$1.04M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.66K- 80.18% |
$169K - $176K
|
1.89K
$40.9K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-8.12K- 6.54% |
$179K - $187K
|
116K
$2.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.3K- 4.69% |
$227K - $237K
|
209K
$4.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.9K- 95.48% |
$262K - $273K
|
563
$12.2K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.1K- 17.44% |
$356K - $371K
|
76.4K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.6K- 16.63% |
$433K - $452K
|
98.4K
$2.13M
|