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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.88K+ 3.88% |
$89.3K - $93.5K
|
104K
$2.44M
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.74K+ 19.67% |
$86.2K - $90.3K
|
22.8K
$535K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.66K+ 15.9% |
$84.3K - $88.3K
|
26.7K
$626K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.59K+ 17.07% |
$82.7K - $86.6K
|
24.6K
$578K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3.24K+ 2.84% |
$74.6K - $78.1K
|
117K
$2.75M
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
3.2K+ 8.98% |
$73.6K - $77.1K
|
38.8K
$910K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.09K+ 23.3% |
$71.2K - $74.5K
|
16.4K
$384K
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.91K+ 9.14% |
$67.1K - $70.2K
|
34.8K
$816K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.25K+ 7.47% |
$51.9K - $54.3K
|
32.4K
$760K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 1.76% |
$31.3K - $32.8K
|
78.7K
$1.85M
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.34KNew |
$30.9K - $32.4K
|
1.34K
$31.5K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 1.63% |
$28.3K - $29.6K
|
76.5K
$1.8M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.22K+ 10.65% |
$28K - $29.3K
|
12.6K
$296K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.18K+ 3.19% |
$27.2K - $28.5K
|
38.2K
$896K
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.17K+ 2.83% |
$26.8K - $28.1K
|
42.3K
$993K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.1K+ 18.65% |
$25.3K - $26.5K
|
7K
$164K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.01KNew |
$23.2K - $24.3K
|
1.01K
$23.7K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
976+ 7.21% |
$22.5K - $23.5K
|
14.5K
$341K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
599New |
$13.8K - $14.4K
|
599
$14.1K
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
544+ 0.28% |
$12.5K - $13.1K
|
195K
$4.58M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
400New |
$9.21K - $9.64K
|
400
$9.39K
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
241+ 0.44% |
$5.55K - $5.81K
|
55.2K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
235+ 0.97% |
$5.41K - $5.67K
|
24.5K
$574K
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
224+ 0.12% |
$5.16K - $5.4K
|
187K
$4.4M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
221+ 3.39% |
$5.09K - $5.33K
|
6.75K
$158K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
176+ 0.75% |
$4.05K - $4.24K
|
23.7K
$556K
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
106+ 0.75% |
$2.44K - $2.56K
|
14.3K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
89+ 0.18% |
$2.05K - $2.15K
|
50.2K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
54New |
$1.24K - $1.3K
|
54
$1.27K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
35+ 0.28% |
$806 - $844
|
12.5K
$292K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.26% |
$599 - $627
|
10K
$235K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.19% |
$368 - $386
|
8.49K
$199K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.7% |
$138 - $145
|
862
$20.2K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-84- 91.3% |
$1.93K - $2.03K
|
8
$188
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-105- 0.22% |
$2.42K - $2.53K
|
46.9K
$1.1M
|
|
Jul 14, 2023
Q2 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-135- 0.52% |
$3.11K - $3.25K
|
25.9K
$609K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-167- 7.33% |
$3.85K - $4.03K
|
2.11K
$49.5K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-175- 17.95% |
$4.03K - $4.22K
|
800
$18.8K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-183- 0.87% |
$4.21K - $4.41K
|
20.8K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-230- 1.08% |
$5.3K - $5.55K
|
21.2K
$497K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-243- 0.74% |
$5.6K - $5.86K
|
32.5K
$763K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-455- 1.58% |
$10.5K - $11K
|
28.3K
$664K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-473- 2.86% |
$10.9K - $11.4K
|
16.1K
$377K
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-526- 2.46% |
$12.1K - $12.7K
|
20.9K
$490K
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-575- 6.3% |
$13.2K - $13.9K
|
8.55K
$201K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-575- 6.3% |
$13.2K - $13.9K
|
8.55K
$201K
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-610- 2.73% |
$14K - $14.7K
|
21.7K
$510K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-676- 5.1% |
$15.6K - $16.3K
|
12.6K
$295K
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-816- 2.02% |
$18.8K - $19.7K
|
39.6K
$929K
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-822- 0.52% |
$18.9K - $19.8K
|
157K
$3.68M
|