Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II NATL AMT-FRE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.32K- 2.17% |
$30.3K - $31.8K
|
59.7K
$1.41M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.63K- 9.39% |
$37.3K - $39.1K
|
15.7K
$371K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.09K- 19.76% |
$47.9K - $50.3K
|
8.47K
$200K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.12K- 13.55% |
$48.7K - $51.1K
|
13.5K
$320K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.33K- 8.81% |
$53.6K - $56.2K
|
24.2K
$572K
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-2.47K- 1.25% |
$56.7K - $59.5K
|
195K
$4.61M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.81K- 64.49% |
$64.5K - $67.7K
|
1.55K
$36.6K
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.19K- 8.63% |
$73.2K - $76.8K
|
33.8K
$798K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.27K- 3.17% |
$75.1K - $78.8K
|
99.9K
$2.36M
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.66K- 24.3% |
$84.1K - $88.2K
|
11.4K
$270K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.75K- 76.34% |
$86.1K - $90.3K
|
1.16K
$27.5K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.19K- 0.63% |
$96.2K - $101K
|
666K
$15.7M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.5K- 66.41% |
$103K - $109K
|
2.28K
$53.9K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-4.54K- 1.53% |
$104K - $109K
|
293K
$6.93M
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.62K- 11.11% |
$106K - $111K
|
37K
$875K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.01K- 20.65% |
$115K - $121K
|
19.3K
$455K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.31K- 12.12% |
$122K - $128K
|
38.5K
$911K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.51K- 22.93% |
$126K - $133K
|
18.5K
$438K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.51K- 20.76% |
$127K - $133K
|
21K
$498K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.89K- 49.83% |
$135K - $142K
|
5.93K
$140K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-7.78K- 60.75% |
$179K - $187K
|
5.03K
$119K
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.55K- 17.46% |
$196K - $206K
|
40.4K
$956K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.5K- 80.01% |
$218K - $229K
|
2.37K
$56.1K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 4.57% |
$238K - $250K
|
216K
$5.11M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.8K- 51.49% |
$247K - $259K
|
10.1K
$240K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.8K- 26.5% |
$271K - $284K
|
32.7K
$774K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-13.9K- 10.55% |
$318K - $334K
|
118K
$2.78M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-14.7K- 29.19% |
$337K - $353K
|
35.6K
$841K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-17.4K- 3.73% |
$400K - $420K
|
449K
$10.6M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20.7K- 10.03% |
$475K - $498K
|
186K
$4.39M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.7K- 58.42% |
$545K - $572K
|
16.9K
$400K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-24.6K- 44.91% |
$564K - $592K
|
30.1K
$713K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.8K- 33.39% |
$867K - $909K
|
75.3K
$1.78M
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-38.9K- 54.99% |
$894K - $938K
|
31.9K
$754K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.1K- 4.11% |
$1.31M - $1.37M
|
1.33M
$31.5M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-65.7K- 10.2% |
$1.51M - $1.58M
|
578K
$13.7M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67.7K- 73.87% |
$1.56M - $1.63M
|
24K
$567K
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-68K- 87.15% |
$1.56M - $1.64M
|
10K
$237K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-92.2K- 87.44% |
$2.12M - $2.22M
|
13.2K
$313K
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-98.7KClosed |
$2.27M - $2.38M
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-137K- 84.94% |
$3.14M - $3.29M
|
24.2K
$573K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-144K- 48.58% |
$3.3M - $3.46M
|
152K
$3.6M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-144K- 76.87% |
$3.32M - $3.48M
|
43.5K
$1.03M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-154K- 92.06% |
$3.53M - $3.7M
|
13.3K
$314K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-196K- 81.82% |
$4.5M - $4.72M
|
43.5K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-373K- 31.93% |
$8.57M - $8.99M
|
795K
$18.8M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-587K- 29.93% |
$13.5M - $14.1M
|
1.37M
$32.5M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.51M- 72.03% |
$34.6M - $36.3M
|
586K
$13.9M
|