Latest Institutional Purchases of Invesco ETF Tr Ii Natl Amt Fre (PZA)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05K+ 2.58% |
$24.4K - $25.1K
|
41.6K
$985K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 40.92% |
$22.7K - $23.3K
|
3.34K
$79.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
801+ 0.78% |
$18.7K - $19.2K
|
104K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
533+ 5.98% |
$12.4K - $12.8K
|
9.44K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
454New |
$10.6K - $10.9K
|
454
$10.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$5.34K - $5.49K
|
229
$5.43K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 2.04% |
$2.87K - $2.95K
|
6.16K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
73+ 0.13% |
$1.7K - $1.75K
|
55.2K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 0.45% |
$1.52K - $1.56K
|
14.7K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 4.59% |
$210 - $216
|
205
$4.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$23.3 - $24
|
1
$23.7
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.5K+ 175.44% |
$1.1M - $1.13M
|
72.9K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
33KNew |
$783K - $801K
|
33K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.1K+ 17.81% |
$643K - $658K
|
179K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$396K - $405K
|
16.7K
$395K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.2KNew |
$360K - $369K
|
15.2K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
11.6KNew |
$274K - $281K
|
11.6K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.99KNew |
$237K - $243K
|
9.99K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.31KNew |
$221K - $226K
|
9.31K
$221K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.41K+ 70.23% |
$105K - $107K
|
10.7K
$253K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.39K+ 23.9% |
$104K - $106K
|
22.7K
$539K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.35K+ 9.5% |
$103K - $106K
|
50.2K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$39.8K - $40.7K
|
1.68K
$39.7K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
258New |
$6.12K - $6.26K
|
258
$6.11K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$474K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.27MNew |
$27.7M - $30.9M
|
1.27M
$30.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
203KNew |
$4.41M - $4.92M
|
203K
$4.8M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
124KNew |
$2.69M - $3.01M
|
124K
$2.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
58.6KNew |
$1.27M - $1.42M
|
58.6K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
47.2KNew |
$1.03M - $1.15M
|
47.2K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
30KNew |
$651K - $726K
|
30K
$710K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
21.9KNew |
$477K - $532K
|
21.9K
$520K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
19.4KNew |
$422K - $470K
|
19.4K
$460K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
17.9KNew |
$389K - $434K
|
17.9K
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16KNew |
$347K - $388K
|
16K
$379K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 438.44% |
$333K - $371K
|
18.8K
$446K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$238K - $266K
|
11K
$260K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
10.4KNew |
$225K - $251K
|
10.4K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$182K - $204K
|
8.39K
$199K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 203500.0% |
$44.2K - $49.3K
|
2.04K
$48.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$39.8K - $44.4K
|
1.83K
$43.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
638New |
$13.9K - $15.5K
|
638
$15.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502New |
$10.9K - $12.2K
|
502
$11.9K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 5.53% |
$10.9K - $12.1K
|
9.55K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236New |
$5.13K - $5.72K
|
236
$5.59K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.35K - $4.85K
|
200
$4.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$4.24K - $4.73K
|
195
$4.62K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19New |
$413 - $461
|
19
$450
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$21.7 - $24.3
|
1
$23.7
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
120KNew |
$2.65M - $2.85M
|
120K
$2.84M
|
|