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 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
233+ 0.78% |
$5.53K - $5.66K
|
30.3K
$711K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
195+ 0.84% |
$4.63K - $4.73K
|
23.4K
$549K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
120+ 1.18% |
$2.85K - $2.91K
|
10.3K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
112+ 0.77% |
$2.66K - $2.72K
|
14.6K
$342K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
106+ 0.53% |
$2.52K - $2.57K
|
20K
$470K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
101+ 0.77% |
$2.4K - $2.45K
|
13.2K
$310K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
36+ 0.13% |
$854 - $874
|
28.2K
$663K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.28% |
$664 - $680
|
10.1K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
22+ 0.12% |
$522 - $534
|
19K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
15+ 0.04% |
$356 - $364
|
41.4K
$972K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 0.74% |
$261 - $267
|
1.5K
$35.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8+ 0.03% |
$190 - $194
|
26.4K
$619K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
7+ 0.68% |
$166 - $170
|
1.03K
$24.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.7 - $24.3
|
190K
$4.45M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 0.42% |
$94.9 - $97.1
|
941
$22.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 3.7% |
$1.19K - $1.21K
|
1.3K
$30.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-108- 0.17% |
$2.56K - $2.62K
|
61.7K
$1.45M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-125- 1.07% |
$2.97K - $3.04K
|
11.5K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-347- 0.48% |
$8.23K - $8.43K
|
72K
$1.69M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-426- 2.16% |
$10.1K - $10.3K
|
19.3K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-506- 4.43% |
$12K - $12.3K
|
10.9K
$256K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-511- 2.1% |
$12.1K - $12.4K
|
23.9K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-607- 0.62% |
$14.4K - $14.7K
|
97.7K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-795- 6.79% |
$18.9K - $19.3K
|
10.9K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-861- 0.83% |
$20.4K - $20.9K
|
103K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.03K- 5.49% |
$24.5K - $25K
|
17.7K
$416K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.07K- 2.85% |
$25.4K - $26K
|
36.4K
$855K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.11K- 2.66% |
$26.2K - $26.8K
|
40.5K
$951K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.13K- 9.34% |
$26.9K - $27.5K
|
11K
$258K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.19K- 7.38% |
$28.3K - $28.9K
|
15K
$351K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.37K- 1.56% |
$32.6K - $33.3K
|
86.8K
$2.04M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-1.38K- 35.11% |
$32.7K - $33.5K
|
2.55K
$59.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.55K- 12.39% |
$36.7K - $37.6K
|
10.9K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.62K- 11.45% |
$38.5K - $39.4K
|
12.5K
$295K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.73K- 7.09% |
$40.9K - $41.9K
|
22.6K
$531K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.06K- 13.58% |
$49K - $50.1K
|
13.1K
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.13K- 3.11% |
$50.5K - $51.7K
|
66.3K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.17K- 11.31% |
$51.6K - $52.8K
|
17K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.19K- 9.62% |
$51.9K - $53.1K
|
20.6K
$483K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-2.26K- 10.73% |
$53.5K - $54.8K
|
18.8K
$440K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.33K- 8.74% |
$55.4K - $56.6K
|
24.3K
$571K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.75K- 23.48% |
$65.3K - $66.8K
|
8.96K
$210K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.01K- 25.79% |
$71.3K - $73K
|
8.65K
$203K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.87K- 22.89% |
$91.9K - $94K
|
13K
$306K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.89K- 66.71% |
$92.3K - $94.4K
|
1.94K
$45.5K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.95K- 1.62% |
$141K - $144K
|
361K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.41K- 0.88% |
$152K - $156K
|
721K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.41K- 11.52% |
$152K - $156K
|
49.3K
$1.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.89K- 12.75% |
$163K - $167K
|
47.1K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-7.53K- 30.62% |
$179K - $183K
|
17K
$400K
|