Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.1KNew |
$763K - $811K
|
36.1K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
29.1K+ 1311.67% |
$615K - $653K
|
31.3K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.9KNew |
$527K - $560K
|
24.9K
$561K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.9K+ 10.84% |
$484K - $514K
|
234K
$5.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 88.34% |
$364K - $387K
|
36.8K
$826K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3KNew |
$260K - $277K
|
12.3K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$212K - $225K
|
10K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.61K+ 2.88% |
$203K - $216K
|
343K
$7.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.9K+ 51.82% |
$103K - $110K
|
14.4K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 0.73% |
$101K - $107K
|
660K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.84K+ 52.52% |
$81.1K - $86.2K
|
11.1K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.11K+ 1.86% |
$65.8K - $69.9K
|
170K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 50.0% |
$42.2K - $44.9K
|
6K
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 4.53% |
$29.6K - $31.5K
|
32.4K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$25.3K - $26.9K
|
1.2K
$27K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
1.1K+ 1.84% |
$23.2K - $24.7K
|
61K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
516+ 91.65% |
$10.9K - $11.6K
|
1.08K
$24.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
330+ 2.08% |
$6.97K - $7.41K
|
16.2K
$364K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
59+ 0.19% |
$1.25K - $1.32K
|
30.7K
$689K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-513- 2.48% |
$10.8K - $11.5K
|
20.2K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-580- 1.9% |
$12.2K - $13K
|
29.9K
$672K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.32K- 4.07% |
$27.9K - $29.6K
|
31.1K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.21K- 16.24% |
$46.8K - $49.7K
|
11.4K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.2% |
$52.1K - $55.4K
|
203K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.18K- 20.04% |
$88.3K - $93.8K
|
16.7K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.44K- 9.22% |
$93.7K - $99.6K
|
43.7K
$982K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.98K- 4.29% |
$105K - $112K
|
111K
$2.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.09K- 5.17% |
$107K - $114K
|
93.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.6K- 7.33% |
$118K - $126K
|
70.8K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-9.23K- 31.4% |
$195K - $207K
|
20.2K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12K- 15.77% |
$253K - $269K
|
64.1K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16K- 42.54% |
$338K - $359K
|
21.6K
$485K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 35.16% |
$410K - $436K
|
35.8K
$806K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.2K- 54.24% |
$426K - $453K
|
17K
$383K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59K- 28.24% |
$1.25M - $1.32M
|
150K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-81.6K- 94.01% |
$1.72M - $1.83M
|
5.2K
$117K
|