Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.21K+ 14.46% |
$70.9K - $78K
|
25.4K
$597K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.2K+ 15.8% |
$70.7K - $77.7K
|
23.5K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 10.26% |
$63.3K - $69.6K
|
30.8K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69K+ 8.11% |
$59.4K - $65.3K
|
35.9K
$842K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.48K+ 5.18% |
$54.8K - $60.2K
|
50.4K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
BUY
|
- |
1.84K+ 6.69% |
$40.6K - $44.7K
|
29.3K
$688K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.53K+ 2.07% |
$33.7K - $37.1K
|
75.3K
$1.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.5K+ 1.67% |
$33.1K - $36.4K
|
91.1K
$2.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.45K+ 6.44% |
$32K - $35.2K
|
23.9K
$562K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.04K+ 38.32% |
$22.9K - $25.2K
|
3.75K
$87.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 4.54% |
$22.8K - $25K
|
23.7K
$557K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
891+ 10.31% |
$19.7K - $21.6K
|
9.53K
$224K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
700+ 5.88% |
$15.5K - $17K
|
12.6K
$296K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$14.9K - $16.4K
|
677
$15.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
666+ 2.83% |
$14.7K - $16.2K
|
24.2K
$567K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
559+ 3.7% |
$12.3K - $13.6K
|
15.7K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
550+ 5.28% |
$12.1K - $13.4K
|
11K
$257K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
437+ 2.06% |
$9.65K - $10.6K
|
21.7K
$509K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
295New |
$6.51K - $7.16K
|
295
$6.92K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
268+ 0.81% |
$5.92K - $6.51K
|
33.3K
$782K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
266+ 20.27% |
$5.87K - $6.46K
|
1.58K
$37K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 3.13% |
$3.95K - $4.35K
|
5.9K
$138K
|
|
|
Oct 14, 2022
Q3 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
132+ 0.66% |
$2.91K - $3.2K
|
20K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
122+ 0.88% |
$2.69K - $2.96K
|
13.9K
$327K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
80New |
$1.77K - $1.94K
|
80
$1.88K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
44+ 0.61% |
$972 - $1.07K
|
7.26K
$170K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34New |
$751 - $826
|
34
$798
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.34% |
$397 - $437
|
5.29K
$124K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
10+ 0.88% |
$221 - $243
|
1.14K
$26.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 0.96% |
$177 - $194
|
844
$19.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-30- 0.24% |
$662 - $728
|
12.6K
$295K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-31- 4.35% |
$684 - $753
|
681
$16K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-95- 0.36% |
$2.1K - $2.31K
|
26.4K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-100- 0.47% |
$2.21K - $2.43K
|
21.4K
$502K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-122- 0.53% |
$2.69K - $2.96K
|
22.7K
$532K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-135- 1.63% |
$2.98K - $3.28K
|
8.14K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-219- 0.87% |
$4.84K - $5.32K
|
24.9K
$584K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-263- 0.15% |
$5.81K - $6.39K
|
170K
$3.98M
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-312- 1.77% |
$6.89K - $7.58K
|
17.3K
$405K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-321- 2.16% |
$7.09K - $7.79K
|
14.5K
$341K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-344- 22.63% |
$7.6K - $8.35K
|
1.18K
$27.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-346- 3.16% |
$7.64K - $8.4K
|
10.6K
$249K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-370- 81.68% |
$8.17K - $8.98K
|
83
$1.95K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-577- 0.88% |
$12.7K - $14K
|
65.3K
$1.53M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-581- 5.46% |
$12.8K - $14.1K
|
10.1K
$236K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-672- 3.16% |
$14.8K - $16.3K
|
20.6K
$483K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-796- 1.52% |
$17.6K - $19.3K
|
51.4K
$1.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.38K- 2.94% |
$30.4K - $33.4K
|
45.5K
$1.07M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.77K- 13.53% |
$39.1K - $43K
|
11.3K
$266K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.78K- 14.7% |
$39.3K - $43.2K
|
10.3K
$242K
|