Purchases and Sales Made in Q2 2023 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 2023. 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 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.56M+ 1282.89% |
$35.8M - $37.5M
|
1.68M
$39.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48M+ 4.82% |
$34.2M - $35.8M
|
32.2M
$757M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
975K+ 95.49% |
$22.5M - $23.5M
|
2M
$46.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
573K+ 42.99% |
$13.2M - $13.8M
|
1.91M
$44.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
439K+ 4380.38% |
$10.1M - $10.6M
|
449K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
362KNew |
$8.34M - $8.73M
|
362K
$8.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
193K+ 109.44% |
$4.44M - $4.65M
|
369K
$8.65M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
163K+ 55.12% |
$3.76M - $3.93M
|
459K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
154K+ 354.54% |
$3.55M - $3.71M
|
198K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 6.6% |
$3.24M - $3.39M
|
2.27M
$53.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
139K+ 47.03% |
$3.21M - $3.36M
|
436K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
105K+ 310.67% |
$2.41M - $2.52M
|
138K
$3.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
93KNew |
$2.14M - $2.24M
|
93K
$2.18M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
77.4K+ 192.77% |
$1.78M - $1.87M
|
118K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
75.7KNew |
$1.74M - $1.83M
|
75.7K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.3K+ 7.46% |
$1.37M - $1.43M
|
855K
$20.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50KNew |
$1.15M - $1.21M
|
50K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.9K+ 3.56% |
$1.13M - $1.18M
|
1.42M
$33.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
40KNew |
$922K - $965K
|
40K
$939K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
39.7K+ 112.16% |
$913K - $956K
|
75K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38K+ 6.87% |
$876K - $917K
|
592K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
37.5KNew |
$864K - $905K
|
37.5K
$881K
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
35.2KNew |
$810K - $848K
|
35.2K
$825K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
26.5K+ 143.11% |
$610K - $639K
|
45K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
26.5KNew |
$609K - $638K
|
26.5K
$621K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
22.1K+ 4.25% |
$508K - $532K
|
541K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.7K+ 74.23% |
$499K - $523K
|
50.9K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
20.2K+ 98.4% |
$465K - $487K
|
40.7K
$956K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
17.3KNew |
$398K - $416K
|
17.3K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
17.2K+ 99.59% |
$396K - $414K
|
34.5K
$809K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7KNew |
$384K - $402K
|
16.7K
$392K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
14.6K+ 3.32% |
$337K - $353K
|
456K
$10.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12KNew |
$275K - $288K
|
12K
$280K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.99KNew |
$230K - $241K
|
9.99K
$234K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.82K+ 96.89% |
$226K - $237K
|
20K
$469K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
9.37KNew |
$216K - $226K
|
9.37K
$220K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8.93K+ 36.12% |
$206K - $215K
|
33.6K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.89KNew |
$205K - $214K
|
8.89K
$209K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.29KNew |
$191K - $200K
|
8.29K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.31K+ 2.82% |
$145K - $152K
|
230K
$5.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.91K+ 49.47% |
$136K - $143K
|
17.9K
$419K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
5.39K+ 4.73% |
$124K - $130K
|
119K
$2.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.36K+ 25.4% |
$124K - $129K
|
26.5K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.16KNew |
$119K - $124K
|
5.16K
$121K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.04K+ 8.17% |
$116K - $121K
|
66.7K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.74KNew |
$109K - $114K
|
4.74K
$111K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
4.58K+ 2.78% |
$105K - $110K
|
170K
$3.98M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.04K+ 10.1% |
$93K - $97.4K
|
44K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.03K+ 60.44% |
$92.9K - $97.3K
|
10.7K
$251K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
3.93KNew |
$90.5K - $94.8K
|
3.93K
$92.2K
|