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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13.3KNew |
$315K - $322K
|
13.3K
$312K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 5.6% |
$288K - $294K
|
229K
$5.37M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 4.46% |
$281K - $287K
|
277K
$6.5M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
11.6KNew |
$274K - $281K
|
11.6K
$271K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10.5K+ 989.18% |
$250K - $255K
|
11.6K
$272K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$249K - $254K
|
10.5K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
9.99KNew |
$237K - $243K
|
9.99K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
9.31KNew |
$221K - $226K
|
9.31K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.27K+ 2.76% |
$220K - $225K
|
346K
$8.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.24K+ 21.34% |
$219K - $224K
|
52.5K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.03KNew |
$214K - $219K
|
9.03K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.62K+ 18.65% |
$205K - $209K
|
54.9K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.51KNew |
$202K - $207K
|
8.51K
$200K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.34K+ 37.87% |
$198K - $203K
|
30.4K
$713K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.06K+ 3.46% |
$191K - $196K
|
241K
$5.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.9K+ 14.53% |
$188K - $192K
|
62.3K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.59K+ 12.68% |
$180K - $184K
|
67.5K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.18K+ 13.54% |
$170K - $174K
|
60.2K
$1.41M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.76K+ 80.09% |
$160K - $164K
|
15.2K
$357K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.29K+ 15.07% |
$149K - $153K
|
48K
$1.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6K+ 15.25% |
$142K - $146K
|
45.4K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.99K+ 6.08% |
$142K - $145K
|
104K
$2.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.66K+ 5664.0% |
$134K - $138K
|
5.76K
$135K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.62K+ 30.85% |
$133K - $136K
|
23.8K
$559K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
5.5K+ 36.05% |
$131K - $134K
|
20.8K
$487K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.49K+ 18.87% |
$130K - $133K
|
34.6K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.42K+ 36.38% |
$129K - $132K
|
20.3K
$476K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.31KNew |
$126K - $129K
|
5.31K
$125K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.83K+ 4.01% |
$115K - $117K
|
125K
$2.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
4.73K+ 11.16% |
$112K - $115K
|
47.1K
$1.11M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.41K+ 70.23% |
$105K - $107K
|
10.7K
$251K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.39K+ 23.9% |
$104K - $106K
|
22.7K
$533K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.35K+ 9.5% |
$103K - $106K
|
50.2K
$1.18M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.83K+ 22.52% |
$90.9K - $93K
|
20.8K
$489K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 46.0% |
$66.6K - $68.1K
|
8.91K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.32K+ 1.6% |
$55.1K - $56.3K
|
147K
$3.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.89K+ 0.54% |
$44.8K - $45.9K
|
354K
$8.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.77K+ 6.04% |
$42K - $43K
|
31.1K
$729K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.71K+ 28.1% |
$40.6K - $41.6K
|
7.81K
$183K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.68KNew |
$39.8K - $40.7K
|
1.68K
$39.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.32K+ 14.17% |
$31.2K - $32K
|
10.6K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.23K+ 8.68% |
$29.3K - $30K
|
15.4K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
877+ 16.99% |
$20.8K - $21.3K
|
6.04K
$142K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
702+ 3.68% |
$16.7K - $17K
|
19.8K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
643+ 46.23% |
$15.3K - $15.6K
|
2.03K
$47.7K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
374New |
$8.88K - $9.08K
|
374
$8.78K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
353+ 0.96% |
$8.38K - $8.57K
|
37.3K
$875K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
258New |
$6.12K - $6.26K
|
258
$6.06K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
251+ 38.44% |
$5.96K - $6.09K
|
904
$21.2K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
235+ 1.1% |
$5.58K - $5.71K
|
21.6K
$506K
|