Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.2MNew |
$52.2M - $53.4M
|
2.2M
$51.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.28M+ 3.34% |
$30.5M - $31.2M
|
39.8M
$933M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
498KNew |
$11.8M - $12.1M
|
498K
$11.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
497K+ 570.28% |
$11.8M - $12.1M
|
584K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
420K+ 15.33% |
$9.97M - $10.2M
|
3.16M
$74.2M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
296KNew |
$7.02M - $7.19M
|
296K
$6.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
254KNew |
$6.03M - $6.17M
|
254K
$5.96M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
252K+ 110.21% |
$5.98M - $6.12M
|
481K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
221K+ 16.62% |
$5.24M - $5.36M
|
1.55M
$36.4M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
177K+ 117.92% |
$4.2M - $4.3M
|
327K
$7.68M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
170K+ 12.82% |
$4.03M - $4.13M
|
1.5M
$35.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
163K+ 55.65% |
$3.86M - $3.95M
|
455K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
157K+ 47.45% |
$3.73M - $3.82M
|
489K
$11.5M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
139K+ 108.52% |
$3.3M - $3.38M
|
267K
$6.27M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
136K+ 9.37% |
$3.23M - $3.3M
|
1.59M
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
125K+ 403.86% |
$2.96M - $3.03M
|
156K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
123K+ 16.36% |
$2.93M - $2.99M
|
877K
$20.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
84.5K+ 46.88% |
$2M - $2.05M
|
265K
$6.21M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
73.8K+ 4.51% |
$1.75M - $1.79M
|
1.71M
$40.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
72.9K+ 16.26% |
$1.73M - $1.77M
|
521K
$12.2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
67K+ 3.97% |
$1.59M - $1.63M
|
1.76M
$41.2M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
65.6KNew |
$1.56M - $1.59M
|
65.6K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.3K+ 25.24% |
$1.46M - $1.49M
|
304K
$7.14M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
60.5K+ 7.65% |
$1.44M - $1.47M
|
852K
$20M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
54.8K+ 31.84% |
$1.3M - $1.33M
|
227K
$5.32M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
49.8K+ 18.08% |
$1.18M - $1.21M
|
325K
$7.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47.4K+ 50.84% |
$1.12M - $1.15M
|
141K
$3.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.6K+ 2.35% |
$1.11M - $1.13M
|
2.03M
$47.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.6K+ 2.35% |
$1.11M - $1.13M
|
2.03M
$47.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.5K+ 175.44% |
$1.1M - $1.13M
|
72.9K
$1.71M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
42.9K+ 61.74% |
$1.02M - $1.04M
|
112K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.6KNew |
$1.01M - $1.04M
|
42.6K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
40.5K+ 18.33% |
$962K - $984K
|
262K
$6.14M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.9K+ 192.83% |
$876K - $896K
|
56K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
36.3K+ 12.06% |
$862K - $882K
|
337K
$7.92M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
33.5K+ 154.28% |
$794K - $813K
|
55.2K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
33KNew |
$783K - $801K
|
33K
$775K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
30.7K+ 2.48% |
$728K - $745K
|
1.27M
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.9KNew |
$686K - $702K
|
28.9K
$679K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.1K+ 17.81% |
$643K - $658K
|
179K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
21.5K+ 85.34% |
$509K - $521K
|
46.6K
$1.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.7KNew |
$468K - $479K
|
19.7K
$463K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
19.3KNew |
$458K - $469K
|
19.3K
$453K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
17.9KNew |
$426K - $436K
|
17.9K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$426K - $436K
|
17.9K
$421K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.9K+ 6.69% |
$424K - $434K
|
285K
$6.69M
|
|
|
Apr 11, 2024
Q1 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 79.48% |
$398K - $407K
|
37.9K
$889K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
16.7KNew |
$396K - $405K
|
16.7K
$392K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.4KNew |
$390K - $399K
|
16.4K
$386K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.2KNew |
$360K - $369K
|
15.2K
$356K
|