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 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.33K- 9.03% |
$30.4K - $33.2K
|
13.4K
$315K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.48K- 2.64% |
$33.8K - $36.9K
|
54.5K
$1.28M
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.55K- 5.8% |
$35.4K - $38.7K
|
25.2K
$591K
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.73K- 2.45% |
$39.5K - $43.1K
|
68.8K
$1.61M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.92K- 1.91% |
$43.9K - $47.9K
|
98.5K
$2.31M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.92K- 1.59% |
$43.9K - $47.9K
|
119K
$2.8M
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.14K- 18.44% |
$48.9K - $53.4K
|
9.47K
$222K
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.14KClosed |
$48.9K - $53.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.19K- 12.86% |
$50.1K - $54.6K
|
14.9K
$349K
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.2KClosed |
$50.2K - $54.8K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-2.3K- 19.56% |
$52.6K - $57.4K
|
9.47K
$222K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.47K- 2.92% |
$56.5K - $61.6K
|
82.3K
$1.93M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.65K- 5.05% |
$60.6K - $66.1K
|
49.8K
$1.17M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.73K- 0.75% |
$62.4K - $68.1K
|
361K
$8.46M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.74K- 11.92% |
$62.6K - $68.3K
|
20.3K
$475K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.02K- 9.26% |
$68.9K - $75.1K
|
29.5K
$693K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.45K- 28.52% |
$78.7K - $85.9K
|
8.64K
$203K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.63KClosed |
$82.9K - $90.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.12K- 15.78% |
$94K - $103K
|
22K
$516K
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.38K- 25.75% |
$99.9K - $109K
|
12.6K
$296K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.43K- 13.1% |
$101K - $110K
|
29.4K
$690K
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.69K- 4.15% |
$107K - $117K
|
108K
$2.54M
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.73K- 5.01% |
$108K - $118K
|
89.6K
$2.1M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.49K- 9.5% |
$125K - $137K
|
52.2K
$1.23M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.52KClosed |
$126K - $137K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.08K- 21.11% |
$139K - $151K
|
22.7K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6.31KClosed |
$144K - $157K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6.35K- 3.8% |
$145K - $158K
|
161K
$3.78M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.47K- 21.9% |
$148K - $161K
|
23.1K
$542K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.48K- 38.99% |
$148K - $161K
|
10.1K
$238K
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-6.49KClosed |
$148K - $162K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.55K- 4.83% |
$150K - $163K
|
129K
$3.03M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-6.75K- 20.87% |
$154K - $168K
|
25.6K
$601K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.99K- 9.93% |
$160K - $174K
|
63.4K
$1.49M
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-8K- 5.75% |
$183K - $199K
|
131K
$3.08M
|
|
Jul 15, 2022
Q2 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-8.17KClosed |
$187K - $204K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.33K- 1.49% |
$190K - $208K
|
549K
$12.9M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-8.77K- 49.34% |
$200K - $219K
|
9K
$211K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10K- 58.67% |
$229K - $250K
|
7.06K
$166K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.5KClosed |
$239K - $260K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8KClosed |
$270K - $294K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-12.7K- 31.64% |
$291K - $317K
|
27.5K
$645K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 9.23% |
$319K - $348K
|
137K
$3.23M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14.4KClosed |
$329K - $359K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-16.5K- 27.24% |
$377K - $411K
|
44.1K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-16.8KClosed |
$384K - $419K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-17.3KClosed |
$394K - $430K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-17.6K- 50.0% |
$402K - $438K
|
17.6K
$413K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-18K- 97.95% |
$411K - $449K
|
377
$8.85K
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-19.3KClosed |
$441K - $481K
|
0
$0
|