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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.13KNew |
$48.8K - $51.2K
|
2.13K
$49.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
25.4K+ 274.46% |
$582K - $611K
|
34.6K
$811K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
128New |
$2.94K - $3.08K
|
128
$3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.54KNew |
$35.2K - $37K
|
1.54K
$36K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-873- 0.52% |
$20K - $21K
|
167K
$3.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.61KNew |
$82.8K - $86.8K
|
3.61K
$84.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.92KNew |
$205K - $215K
|
8.92K
$209K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-817- 47.58% |
$18.8K - $19.7K
|
900
$21.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.37KNew |
$29.7K - $32.2K
|
1.37K
$32.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.57KNew |
$186K - $202K
|
8.57K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
597New |
$12.9K - $14.1K
|
597
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$9.57K - $10.4K
|
441
$10.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.65KNew |
$79.1K - $85.9K
|
3.65K
$85.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.62K+ 123.17% |
$100K - $109K
|
8.36K
$196K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
161+ 100.0% |
$3.49K - $3.79K
|
322
$7.55K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
419New |
$9.09K - $9.87K
|
419
$9.82K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.57K+ 19.03% |
$34.1K - $37K
|
9.82K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.1K- 52.92% |
$522K - $566K
|
21.4K
$502K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.59KNew |
$34.5K - $37.4K
|
1.59K
$37.3K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-203K- 84.78% |
$4.39M - $4.77M
|
36.4K
$852K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-758- 4.57% |
$16.4K - $17.9K
|
15.8K
$371K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$266K - $289K
|
12.3K
$288K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
619New |
$13.4K - $14.6K
|
619
$14.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-58.5K- 80.66% |
$1.27M - $1.38M
|
14K
$329K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.61% |
$972 - $1.07K
|
7.26K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
295New |
$6.51K - $7.16K
|
295
$6.91K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$1.77K - $1.94K
|
80
$1.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.92K- 73.73% |
$131K - $144K
|
2.11K
$49.4K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$14.9K - $16.4K
|
677
$15.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.77K- 13.53% |
$39.1K - $43K
|
11.3K
$266K
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-45.6K- 38.22% |
$1.01M - $1.11M
|
73.7K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$37K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.4KClosed |
$252K - $277K
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
27.8KNew |
$614K - $675K
|
27.8K
$652K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$296K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
9.99KNew |
$221K - $243K
|
9.99K
$234K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
22.1KNew |
$489K - $537K
|
22.1K
$519K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.37K- 17.0% |
$74.3K - $81.7K
|
16.4K
$385K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-2.4K- 70.59% |
$53K - $58.3K
|
1K
$23.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 43.95% |
$248K - $273K
|
14.3K
$336K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.78K- 14.7% |
$39.3K - $43.2K
|
10.3K
$242K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$26.8K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.63KClosed |
$82.9K - $90.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$270K - $294K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.18% |
$411 - $449
|
9.98K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-25.3KClosed |
$577K - $629K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.48K- 38.99% |
$148K - $161K
|
10.1K
$237K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-148Closed |
$3.38K - $3.69K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$25.1K - $27.4K
|
1.1K
$25.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-529K- 86.56% |
$12.1M - $13.2M
|
82.2K
$1.93M
|
|