Ifp Advisors, Inc Invesco ETF Tr Ii N Y Amt Fre Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	SELL	$22.58 - $23.47 $38,995 - $40,532	-1,727 Closed	0 $0
Q2 2022 Sep 06, 2022	BUY	$22.03 - $23.86 $38,045 - $41,206	1,727 New	1,727 $42,000
Q2 2022 Aug 12, 2022	SELL	$22.03 - $23.86 $38,045 - $41,206	-1,727 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$23.74 - $26.06 $5,246 - $5,759	221 Added 14.67%	1,727 $41,000
Q2 2021 Jul 13, 2021	BUY	$25.75 - $26.57 $38,779 - $40,014	1,506 New	1,506 $40,000
Q1 2021 Apr 30, 2021	BUY	$25.54 - $26.48 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$25.29 - $26.22 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$25.5 - $26.12 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$24.02 - $25.57 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	BUY	$21.86 - $26.26 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$25.2 - $25.64 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$25.08 - $25.78 $0 - $0	0 New	0 $0
Q4 2018 Jan 23, 2019	SELL	$23.24 - $23.89 $128,400 - $131,992	-5,525 Closed	0 $0
Q2 2018 Aug 07, 2018	BUY	$23.77 - $24.1 $131,329 - $133,152	5,525 New	5,525 $0

Others Institutions Holding PZT

# of Institutions

46

Shares Held

2.53M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

660K
Shares

$14.8 Million
0.02% of portfolio
Hennion & Walsh Asset Management, Inc.

238K
Shares

$5.34 Million
0.2% of portfolio
Flynn Zito Capital Management, LLC

203K
Shares

$4.56 Million
1.96% of portfolio
Bank Of America Corp Charlotte, NC

170K
Shares

$3.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

150K
Shares

$3.37 Million
0.0% of portfolio

About INVESCO ETF TR II N Y AMT -FRE

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