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 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-6.87K- 19.37% |
$160K - $165K
|
28.6K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-7K- 2.07% |
$163K - $168K
|
330K
$7.76M
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-7.6K- 35.22% |
$177K - $182K
|
14K
$328K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 5.65% |
$250K - $257K
|
179K
$4.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-11.8K- 8.03% |
$276K - $284K
|
136K
$3.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.2K- 0.88% |
$308K - $316K
|
1.48M
$34.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.4K- 13.75% |
$335K - $344K
|
90.1K
$2.11M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-16.4K- 10.71% |
$383K - $393K
|
137K
$3.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.5K- 31.31% |
$409K - $421K
|
38.5K
$904K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-17.9K- 5.47% |
$418K - $429K
|
310K
$7.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.4K- 13.09% |
$430K - $441K
|
122K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19K- 5.24% |
$444K - $457K
|
344K
$8.08M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 48.09% |
$553K - $568K
|
25.6K
$600K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-24K- 8.09% |
$559K - $574K
|
272K
$6.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-25.3K- 9.47% |
$590K - $607K
|
242K
$5.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-40.1K- 35.67% |
$936K - $961K
|
72.3K
$1.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-40.8K- 5.37% |
$953K - $979K
|
719K
$16.9M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.2K- 8.52% |
$1.01M - $1.04M
|
464K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65K- 28.67% |
$1.52M - $1.56M
|
162K
$3.8M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-101K- 11.86% |
$2.36M - $2.42M
|
751K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-157K- 4.96% |
$3.66M - $3.76M
|
3M
$70.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-171K- 27.83% |
$3.99M - $4.09M
|
443K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 36.39% |
$4.23M - $4.34M
|
317K
$7.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-268K- 30.54% |
$6.25M - $6.42M
|
609K
$14.3M
|