Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
288K+ 91.08% |
$6.58M - $7.18M
|
605K
$14.2M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
229KNew |
$5.24M - $5.71M
|
229K
$5.38M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
212K+ 112.82% |
$4.83M - $5.27M
|
399K
$9.37M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
184K+ 155.91% |
$4.19M - $4.57M
|
301K
$7.07M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
178K+ 267.11% |
$4.06M - $4.43M
|
244K
$5.74M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
170KNew |
$3.88M - $4.23M
|
170K
$3.99M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
159K+ 163.3% |
$3.63M - $3.96M
|
256K
$6.01M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
155KNew |
$3.54M - $3.87M
|
155K
$3.64M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
148K+ 27.4% |
$3.38M - $3.68M
|
688K
$16.1M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
143K+ 375.55% |
$3.26M - $3.56M
|
181K
$4.24M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
108K+ 24249.1% |
$2.46M - $2.68M
|
108K
$2.54M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
87.5KNew |
$2M - $2.18M
|
87.5K
$2.05M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
79.1KNew |
$1.81M - $1.97M
|
79.1K
$1.86M
|
|
Aug 09, 2022
Q2 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
60K+ 98.65% |
$1.37M - $1.5M
|
121K
$2.84M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.8K+ 551.52% |
$1.27M - $1.39M
|
65.9K
$1.55M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
54.6K+ 284.86% |
$1.25M - $1.36M
|
73.8K
$1.73M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52.5KNew |
$1.2M - $1.31M
|
52.5K
$1.23M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.3KNew |
$1.13M - $1.23M
|
49.3K
$1.16M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
48.1K+ 25.95% |
$1.1M - $1.2M
|
233K
$5.48M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
40.5K+ 321.9% |
$925K - $1.01M
|
53.1K
$1.25M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
38.8K+ 29.51% |
$886K - $966K
|
170K
$4M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.6K+ 56.51% |
$859K - $937K
|
104K
$2.44M
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26.5KNew |
$605K - $660K
|
26.5K
$622K
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
22.9K+ 3.06% |
$522K - $570K
|
769K
$18.1M
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
22.7KNew |
$518K - $565K
|
22.7K
$532K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20K+ 16.81% |
$458K - $499K
|
139K
$3.27M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 277.33% |
$447K - $487K
|
26.6K
$625K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
18.5KNew |
$422K - $460K
|
18.5K
$434K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
17K+ 106.01% |
$388K - $424K
|
33K
$775K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.9KNew |
$385K - $420K
|
16.9K
$395K
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
16.6KNew |
$378K - $413K
|
16.6K
$389K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
15.9KNew |
$364K - $397K
|
15.9K
$374K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
14.4KNew |
$329K - $359K
|
14.4K
$338K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
13.6K+ 208.61% |
$311K - $339K
|
20.1K
$473K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 93.13% |
$307K - $335K
|
27.9K
$655K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
12.5KNew |
$286K - $312K
|
12.5K
$294K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.7KNew |
$268K - $292K
|
11.7K
$275K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
11.4KNew |
$260K - $284K
|
11.4K
$268K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
10.6KNew |
$243K - $265K
|
10.6K
$250K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.6KNew |
$242K - $265K
|
10.6K
$249K
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.5KNew |
$240K - $262K
|
10.5K
$247K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.2KNew |
$233K - $254K
|
10.2K
$239K
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.82KNew |
$201K - $220K
|
8.82K
$207K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.48KNew |
$194K - $211K
|
8.48K
$199K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$154K - $168K
|
6.73K
$158K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.45K+ 20.22% |
$147K - $161K
|
38.3K
$900K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.6K+ 3.95% |
$128K - $140K
|
147K
$3.45M
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.78K+ 6.98% |
$86.3K - $94.1K
|
57.9K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.5K+ 17.52% |
$80K - $87.3K
|
23.5K
$551K
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.27K+ 17.0% |
$74.7K - $81.5K
|
22.5K
$528K
|