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 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.22KNew |
$215K - $221K
|
9.22K
$218K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.14K+ 46.37% |
$213K - $219K
|
28.9K
$683K
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
8.4K+ 17.84% |
$196K - $201K
|
55.5K
$1.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.95K+ 26.16% |
$185K - $190K
|
38.3K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.67K+ 11.7% |
$179K - $184K
|
73.2K
$1.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.2KNew |
$168K - $173K
|
7.2K
$170K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
7.06K+ 132.97% |
$165K - $169K
|
12.4K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6.94K+ 1.45% |
$162K - $166K
|
486K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.7K+ 14.76% |
$156K - $161K
|
52.1K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.57K+ 21.16% |
$153K - $158K
|
37.6K
$890K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.8KNew |
$135K - $139K
|
5.8K
$137K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.4K+ 13.45% |
$79.3K - $81.4K
|
28.7K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.07K+ 2.22% |
$71.6K - $73.5K
|
141K
$3.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.72K+ 4.52% |
$63.5K - $65.2K
|
63K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.67K+ 6.27% |
$62.4K - $64.1K
|
45.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.46K+ 0.15% |
$57.3K - $58.9K
|
1.59M
$37.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.31K+ 11.39% |
$54K - $55.4K
|
22.6K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.24K+ 6.01% |
$52.3K - $53.7K
|
39.5K
$935K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
2.08K+ 20.23% |
$48.5K - $49.9K
|
12.4K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.94K+ 1.55% |
$45.2K - $46.5K
|
127K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.92K+ 12.4% |
$44.7K - $45.9K
|
17.4K
$411K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.85KNew |
$43.2K - $44.4K
|
1.85K
$43.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.8K+ 51.29% |
$41.9K - $43K
|
5.3K
$125K
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.51K+ 2.76% |
$35.3K - $36.2K
|
56.4K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.48K+ 3.09% |
$34.6K - $35.5K
|
49.5K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.34K+ 0.69% |
$31.2K - $32.1K
|
197K
$4.65M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.34KNew |
$31.2K - $32K
|
1.34K
$31.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.1KNew |
$25.7K - $26.4K
|
1.1K
$26K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09KNew |
$25.4K - $26.1K
|
1.09K
$25.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
1.09K+ 5.23% |
$25.3K - $26K
|
21.8K
$517K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.05K+ 2.58% |
$24.4K - $25.1K
|
41.6K
$983K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
975+ 2.68% |
$22.7K - $23.4K
|
37.4K
$885K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
971+ 40.92% |
$22.7K - $23.3K
|
3.34K
$79.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
955+ 5.02% |
$22.3K - $22.9K
|
20K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
945New |
$22K - $22.7K
|
945
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
801+ 0.78% |
$18.7K - $19.2K
|
104K
$2.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
639+ 2.11% |
$14.9K - $15.3K
|
30.9K
$731K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
533+ 5.98% |
$12.4K - $12.8K
|
9.44K
$223K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
486+ 0.67% |
$11.3K - $11.6K
|
72.5K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
454New |
$10.6K - $10.9K
|
454
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
430+ 2.29% |
$10K - $10.3K
|
19.2K
$454K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
413+ 4.78% |
$9.64K - $9.9K
|
9.06K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
330+ 1.58% |
$7.7K - $7.91K
|
21.2K
$501K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
229New |
$5.34K - $5.49K
|
229
$5.42K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
215+ 1.86% |
$5.02K - $5.15K
|
11.8K
$279K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
160+ 0.42% |
$3.73K - $3.84K
|
38K
$899K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
123+ 2.04% |
$2.87K - $2.95K
|
6.16K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
73+ 0.13% |
$1.7K - $1.75K
|
55.2K
$1.31M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
72+ 0.42% |
$1.68K - $1.73K
|
17.1K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 0.45% |
$1.52K - $1.56K
|
14.7K
$347K
|