Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
63.9KNew |
$1.44M - $1.5M
|
63.9K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
31.2K+ 26.23% |
$705K - $733K
|
150K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7KNew |
$490K - $509K
|
21.7K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.8KNew |
$469K - $487K
|
20.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 51.98% |
$427K - $444K
|
55.3K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.5K+ 2.91% |
$394K - $410K
|
617K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17K+ 121.72% |
$383K - $398K
|
30.9K
$673K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4K+ 112.08% |
$324K - $337K
|
27.2K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 13.8% |
$323K - $336K
|
118K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.2K+ 1434.78% |
$231K - $240K
|
10.9K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.67K+ 80.03% |
$196K - $203K
|
19.5K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.92K+ 63.97% |
$179K - $186K
|
20.3K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7K+ 8.19% |
$158K - $164K
|
92.5K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99KNew |
$113K - $117K
|
4.99K
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.73K+ 24.07% |
$84.3K - $87.6K
|
19.2K
$419K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.54K+ 6.39% |
$57.4K - $59.7K
|
42.4K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.12K+ 3.79% |
$25.2K - $26.2K
|
30.6K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
575+ 1.93% |
$13K - $13.5K
|
30.3K
$660K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
95+ 16.61% |
$2.15K - $2.23K
|
667
$14.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56+ 0.52% |
$1.26K - $1.31K
|
10.9K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$67.7 - $70.4
|
407
$8.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-405- 90.0% |
$9.14K - $9.51K
|
45
$980
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-823- 10.12% |
$18.6K - $19.3K
|
7.31K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.73KClosed |
$39K - $40.5K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.77K- 2.19% |
$40K - $41.6K
|
79.3K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-2.11K- 1.67% |
$47.6K - $49.4K
|
124K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.48K- 53.33% |
$56K - $58.2K
|
2.17K
$47.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.34K- 1.3% |
$98.1K - $102K
|
330K
$7.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.48K- 32.21% |
$146K - $152K
|
13.6K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.26K- 4.05% |
$209K - $217K
|
219K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-11.8K- 43.39% |
$267K - $278K
|
15.4K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-12.4K- 6.52% |
$279K - $290K
|
177K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.7K- 9.21% |
$354K - $368K
|
155K
$3.37M
|