Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.74M+ 4.37% |
$40.5M - $41.6M
|
41.5M
$974M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
341K+ 19.93% |
$7.95M - $8.16M
|
2.05M
$48.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
242KNew |
$5.65M - $5.8M
|
242K
$5.68M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
201K+ 129.26% |
$4.7M - $4.82M
|
357K
$8.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
184K+ 296.01% |
$4.3M - $4.42M
|
247K
$5.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
183K+ 40.25% |
$4.28M - $4.39M
|
639K
$15M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
181K+ 37.08% |
$4.23M - $4.34M
|
670K
$15.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
174KNew |
$4.05M - $4.16M
|
174K
$4.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
170K+ 7.72% |
$3.96M - $4.07M
|
2.37M
$55.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
168KNew |
$3.92M - $4.03M
|
168K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
159K+ 52.38% |
$3.72M - $3.82M
|
464K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
142K+ 9.15% |
$3.31M - $3.4M
|
1.69M
$39.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99K+ 5.64% |
$2.31M - $2.37M
|
1.86M
$43.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70.2K+ 20.3% |
$1.64M - $1.68M
|
416K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
68.5KNew |
$1.6M - $1.64M
|
68.5K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
65.9KNew |
$1.54M - $1.58M
|
65.9K
$1.55M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
61.6K+ 24.24% |
$1.44M - $1.48M
|
316K
$7.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
61.4KNew |
$1.43M - $1.47M
|
61.4K
$1.44M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.3K+ 11.9% |
$1.34M - $1.37M
|
538K
$12.6M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 2.36% |
$1.12M - $1.15M
|
2.08M
$48.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
47.9K+ 2.36% |
$1.12M - $1.15M
|
2.08M
$48.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
45.3KNew |
$1.06M - $1.09M
|
45.3K
$1.06M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
44.7K+ 12.61% |
$1.04M - $1.07M
|
399K
$9.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
43.8K+ 16.56% |
$1.02M - $1.05M
|
309K
$7.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.5K+ 47.79% |
$967K - $994K
|
128K
$3.01M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.9K+ 3.23% |
$955K - $981K
|
1.31M
$30.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39.2K+ 84.09% |
$914K - $939K
|
85.8K
$2.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
36K+ 13.74% |
$839K - $862K
|
298K
$6.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.8K+ 51.55% |
$811K - $834K
|
102K
$2.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33.5KNew |
$781K - $803K
|
33.5K
$786K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33KNew |
$770K - $791K
|
33K
$774K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
32.4K+ 61.72% |
$757K - $777K
|
85K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
31.7K+ 100.0% |
$740K - $760K
|
63.5K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
30.8KNew |
$718K - $738K
|
30.8K
$722K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
24.5K+ 8.33% |
$572K - $587K
|
318K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.4K+ 8.81% |
$569K - $585K
|
302K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.9K+ 8.68% |
$488K - $501K
|
262K
$6.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
19.9K+ 103.09% |
$464K - $477K
|
39.2K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
19.4K+ 214.2% |
$451K - $464K
|
28.4K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
18.2KNew |
$425K - $437K
|
18.2K
$428K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.8K+ 74.55% |
$415K - $426K
|
41.7K
$978K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2KNew |
$401K - $412K
|
17.2K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.7K+ 57.72% |
$389K - $400K
|
45.6K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
16.1K+ 98.05% |
$376K - $386K
|
32.6K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13KNew |
$302K - $310K
|
13K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
12.3KNew |
$286K - $294K
|
12.3K
$288K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
11K+ 2.11% |
$257K - $264K
|
532K
$12.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11K+ 1.42% |
$256K - $263K
|
786K
$18.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.1K+ 35.72% |
$235K - $242K
|
38.3K
$899K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.3KNew |
$217K - $223K
|
9.3K
$218K
|