Insight Wealth Strategies, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q2 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$24.8 - $27.06 $201,748 - $220,133	-8,135 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$26.7 - $27.14 $28,221 - $28,686	-1,057 Reduced 11.5%	8,135 $221,000
Q3 2021 Oct 28, 2021	SELL	$26.86 - $27.5 $5,372 - $5,500	-200 Reduced 2.13%	9,192 $247,000
Q2 2021 Aug 12, 2021	SELL	$26.8 - $27.43 $105,216 - $107,690	-3,926 Reduced 29.48%	9,392 $256,000
Q1 2021 May 12, 2021	SELL	$26.56 - $27.38 $8,817 - $9,090	-332 Reduced 2.43%	13,318 $356,000
Q4 2020 Feb 05, 2021	BUY	$26.3 - $27.16 $23,801 - $24,579	905 Added 7.1%	13,650 $370,000
Q3 2020 Oct 29, 2020	SELL	$26.54 - $27.18 $54,645 - $55,963	-2,059 Reduced 13.91%	12,745 $339,000
Q2 2020 Jul 31, 2020	SELL	$24.84 - $26.61 $261,267 - $279,883	-10,518 Reduced 41.54%	14,804 $393,000
Q1 2020 Apr 21, 2020	SELL	$21.55 - $27.52 $19.8 Million - $25.2 Million	-917,425 Reduced 97.31%	25,322 $653,000
Q4 2019 Feb 21, 2020	BUY	$26.26 - $26.74 $244,454 - $248,922	9,309 Added 1.0%	942,747 $24.9 Million
Q3 2019 Nov 06, 2019	BUY	$26.12 - $26.84 $1.95 Million - $2 Million	74,499 Added 8.67%	933,438 $24.8 Million
Q2 2019 Aug 06, 2019	BUY	$25.53 - $26.16 $2.96 Million - $3.03 Million	115,783 Added 15.58%	858,939 $22.4 Million
Q1 2019 Apr 24, 2019	BUY	$24.89 - $25.69 $18.5 Million - $19.1 Million	743,156 New	743,156 $19.1 Million

Others Institutions Holding PZA

# of Institutions

247

Shares Held

89M

Call Options Held

15.8K

Put Options Held

54.2K

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
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