Latest Institutional Transactions on Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-202Closed |
$5.36K - $5.49K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.91K+ 5.12% |
$47.4K - $50.8K
|
39.2K
$891K
|
|
|
Jan 13, 2023
Q2 2020
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1K- 3.35% |
$24.8K - $26.6K
|
28.8K
$655K
|
|
|
Aug 17, 2020
Q2 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.98KClosed |
$223K - $239K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-881Closed |
$21.9K - $23.4K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-8.55KClosed |
$212K - $228K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-866Closed |
$21.5K - $23K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-402Closed |
$9.99K - $10.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Silver Point Capital L.P.
Greenwich, CT |
SELL
|
- |
-790KClosed |
$19.6M - $21M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$24.8K - $26.6K
|
1K
$22.7K
|
|
|
Aug 03, 2020
Q2 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10KClosed |
$248K - $266K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-10.4KClosed |
$257K - $276K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-8.31KClosed |
$206K - $221K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$24.1K - $30.8K
|
1.12K
$25.4K
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-11.7KClosed |
$253K - $323K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12KClosed |
$258K - $330K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-19.6KClosed |
$423K - $540K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.76KClosed |
$210K - $269K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-364Closed |
$7.84K - $10K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-20.3KClosed |
$437K - $559K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.9KClosed |
$472K - $603K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.2KClosed |
$285K - $364K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.83KClosed |
$169K - $215K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.7KNew |
$123K - $157K
|
5.7K
$130K
|
|
|
May 04, 2020
Q1 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-37.1KClosed |
$799K - $1.02M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-45KClosed |
$970K - $1.24M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-25KClosed |
$539K - $688K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kovack Advisors, Inc.
|
SELL
|
- |
-10.1KClosed |
$218K - $278K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-734Closed |
$15.8K - $20.2K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-31.6KClosed |
$681K - $870K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Busey Wealth Management
|
SELL
|
- |
-1.9KClosed |
$40.9K - $52.3K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.77MClosed |
$46.4M - $47.3M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58KNew |
$67.9K - $69.1K
|
2.58K
$58.7K
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.17KClosed |
$83.1K - $84.6K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Private Wealth Group, LLC
|
SELL
|
- |
-383KClosed |
$10.1M - $10.2M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-612Closed |
$16.1K - $16.4K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-18.4KClosed |
$483K - $492K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
281New |
$7.38K - $7.51K
|
281
$6.38K
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-19.1KClosed |
$499K - $513K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-292Closed |
$7.63K - $7.84K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-229Closed |
$5.98K - $6.15K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-8.96KClosed |
$234K - $240K
|
0
$0
|
|
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$52.2K - $53.7K
|
2K
$45.4K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.7KClosed |
$273K - $280K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.12KClosed |
$28.7K - $29.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13KNew |
$333K - $341K
|
13K
$296K
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet North America Advisors Sa
|
SELL
|
- |
-16.9KClosed |
$431K - $442K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-16.9KClosed |
$431K - $442K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$38.3K - $39.2K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.9KClosed |
$48.6K - $49.8K
|
0
$0
|
|