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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
597New |
$12.9K - $14.1K
|
597
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$9.57K - $10.4K
|
441
$10.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
419New |
$9.09K - $9.87K
|
419
$10K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
161+ 100.0% |
$3.49K - $3.79K
|
322
$7.69K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
27.8KNew |
$614K - $675K
|
27.8K
$664K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
22.1KNew |
$489K - $537K
|
22.1K
$528K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
9.99KNew |
$221K - $243K
|
9.99K
$239K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$301K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$14.9K - $16.4K
|
677
$16.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
295New |
$6.51K - $7.16K
|
295
$7.04K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$37.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$1.77K - $1.94K
|
80
$1.91K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.61% |
$972 - $1.07K
|
7.26K
$173K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$27.3K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.89M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.5KNew |
$605K - $660K
|
26.5K
$632K
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.7KNew |
$518K - $565K
|
22.7K
$542K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.6KNew |
$242K - $265K
|
10.6K
$254K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$233K - $254K
|
10.2K
$244K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.82KNew |
$201K - $220K
|
8.82K
$211K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.48KNew |
$194K - $211K
|
8.48K
$202K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$154K - $168K
|
6.73K
$161K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.1KNew |
$25.1K - $27.4K
|
1.1K
$26.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$9.14K - $9.97K
|
400
$9.55K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
140New |
$3.2K - $3.49K
|
140
$3.34K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.18% |
$411 - $449
|
9.98K
$238K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.38KNew |
$183K - $200K
|
7.38K
$176K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.69KNew |
$42K - $45.8K
|
1.69K
$40.4K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
9KNew |
$240K - $244K
|
9K
$215K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
616New |
$16.4K - $16.7K
|
616
$14.7K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$814K - $833K
|
30.3K
$724K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.4KNew |
$629K - $644K
|
23.4K
$559K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
16.6KNew |
$446K - $457K
|
16.6K
$396K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.91KNew |
$78.1K - $80K
|
2.91K
$69.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
2.22KNew |
$59.6K - $61.1K
|
2.22K
$53K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.43KNew |
$38.3K - $39.2K
|
1.43K
$34.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
328New |
$8.81K - $9.02K
|
328
$7.83K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
17.7KNew |
$473K - $484K
|
17.7K
$422K
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
2.42KNew |
$64.9K - $66.4K
|
2.42K
$57.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$456 - $466
|
17
$406
|
|
| Q1 2021 | |||||||
|
Apr 08, 2021
Q1 2021
|
Trust CO
|
BUY
|
- |
2.4KNew |
$63.9K - $65.8K
|
2.4K
$57.4K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.91K+ 5.12% |
$47.4K - $50.8K
|
39.2K
$936K
|
|
|
Aug 13, 2020
Q2 2020
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1KNew |
$24.8K - $26.6K
|
1K
$23.9K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.7KNew |
$123K - $157K
|
5.7K
$136K
|
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$24.1K - $30.8K
|
1.12K
$26.7K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.58KNew |
$67.9K - $69.1K
|
2.58K
$61.7K
|
|
|
Jan 07, 2020
Q4 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
281New |
$7.38K - $7.51K
|
281
$6.71K
|
|
| Q3 2019 | |||||||
|
Oct 03, 2019
Q3 2019
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2KNew |
$52.2K - $53.7K
|
2K
$47.8K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13KNew |
$333K - $341K
|
13K
$312K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.3KNew |
$1.47M - $1.5M
|
59.3K
$1.42M
|
|