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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53New |
$1.24K - $1.27K
|
53
$1.25K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29+ 0.29% |
$677 - $695
|
10.2K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.87% |
$303 - $312
|
1.51K
$35.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 4.59% |
$210 - $216
|
205
$4.85K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.87% |
$210 - $216
|
1.04K
$24.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.02% |
$163 - $168
|
41.4K
$980K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$23.3 - $24
|
1
$23.7
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
SELL
|
- |
-38- 0.2% |
$887 - $911
|
19.2K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-59- 0.69% |
$1.38K - $1.41K
|
8.45K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-100- 0.56% |
$2.33K - $2.4K
|
17.8K
$422K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-100- 0.56% |
$2.33K - $2.4K
|
17.8K
$422K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-150- 0.32% |
$3.5K - $3.6K
|
47K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-200- 7.84% |
$4.67K - $4.79K
|
2.35K
$55.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-250- 1.86% |
$5.83K - $5.99K
|
13.2K
$312K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-251- 27.77% |
$5.86K - $6.02K
|
653
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-424- 3.19% |
$9.89K - $10.2K
|
12.9K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-500- 4.58% |
$11.7K - $12K
|
10.4K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-502- 2.83% |
$11.7K - $12K
|
17.2K
$408K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-553- 27.19% |
$12.9K - $13.3K
|
1.48K
$35K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-608- 5.56% |
$14.2K - $14.6K
|
10.3K
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-699- 5.32% |
$16.3K - $16.8K
|
12.4K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-996- 12.75% |
$23.2K - $23.9K
|
6.81K
$161K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 3.88% |
$23.9K - $24.5K
|
25.3K
$599K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 6.82% |
$24.2K - $24.9K
|
14.2K
$335K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.06K- 10.0% |
$24.7K - $25.4K
|
9.54K
$226K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-1.09K- 56.03% |
$25.4K - $26.1K
|
853
$20.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.38K- 5.97% |
$32.2K - $33.1K
|
21.8K
$515K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.46K- 13.88% |
$33.9K - $34.9K
|
9.02K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.48K- 4.28% |
$34.5K - $35.5K
|
33.1K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.58K- 6.65% |
$37K - $38K
|
22.2K
$526K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.74K- 15.11% |
$40.6K - $41.7K
|
9.77K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.78K- 7.59% |
$41.4K - $42.6K
|
21.6K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2.21K- 3.33% |
$51.5K - $52.9K
|
64.1K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.53K- 19.21% |
$59.1K - $60.7K
|
10.7K
$252K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.65K- 0.93% |
$61.8K - $63.5K
|
282K
$6.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.67K- 1.34% |
$62.3K - $64K
|
196K
$4.64M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.81K- 0.78% |
$65.6K - $67.4K
|
358K
$8.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.06K- 15.46% |
$71.4K - $73.4K
|
16.7K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.29K- 0.46% |
$76.7K - $78.8K
|
717K
$17M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-3.5K- 15.45% |
$81.5K - $83.8K
|
19.1K
$452K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.58K- 20.99% |
$83.4K - $85.7K
|
13.5K
$318K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 1.13% |
$85.7K - $88K
|
322K
$7.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.91K- 4.0% |
$91.2K - $93.7K
|
93.8K
$2.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.02K- 16.83% |
$93.7K - $96.3K
|
19.9K
$470K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.12K- 0.71% |
$96.2K - $98.9K
|
580K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.72K- 20.48% |
$110K - $113K
|
18.3K
$434K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.01K- 33.49% |
$117K - $120K
|
9.94K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.66K- 98.27% |
$132K - $136K
|
100
$2.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-6.09K- 78.92% |
$142K - $146K
|
1.63K
$38.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.29K- 10.2% |
$147K - $151K
|
55.4K
$1.31M
|