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 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.17K- 3.48% |
$48K - $52.7K
|
60.3K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.18K- 7.43% |
$48.2K - $53K
|
27.2K
$643K
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.19K- 13.77% |
$48.4K - $53.2K
|
13.7K
$325K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-2.4K- 70.59% |
$53K - $58.3K
|
1K
$23.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 2.49% |
$54.2K - $59.6K
|
96.1K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.68K- 0.74% |
$59.2K - $65.1K
|
358K
$8.46M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.79K- 4.02% |
$61.5K - $67.7K
|
66.6K
$1.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-3.37K- 17.0% |
$74.3K - $81.7K
|
16.4K
$389K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3.7K- 29.53% |
$81.6K - $89.7K
|
8.82K
$209K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.11K- 6.49% |
$90.8K - $99.8K
|
59.2K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4.41K- 4.08% |
$97.4K - $107K
|
104K
$2.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5.92K- 73.73% |
$131K - $144K
|
2.11K
$49.9K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-5.97K- 20.47% |
$132K - $145K
|
23.2K
$549K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.15K- 55.6% |
$136K - $149K
|
4.91K
$116K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.07K- 1.21% |
$178K - $196K
|
661K
$15.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.55K- 6.14% |
$189K - $208K
|
131K
$3.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.56K- 4.1% |
$211K - $232K
|
224K
$5.29M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11.2K- 43.95% |
$248K - $273K
|
14.3K
$339K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.4KClosed |
$252K - $277K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11.5K- 19.81% |
$253K - $278K
|
46.4K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 4.11% |
$273K - $301K
|
289K
$6.83M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.7K- 38.97% |
$302K - $332K
|
21.4K
$507K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-14.1K- 18.19% |
$312K - $343K
|
63.5K
$1.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.2K- 3.56% |
$314K - $345K
|
385K
$9.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.7K- 7.66% |
$346K - $381K
|
189K
$4.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-16.1K- 19.1% |
$355K - $391K
|
68.1K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.6K- 67.05% |
$500K - $550K
|
11.1K
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.9K- 4.16% |
$505K - $555K
|
526K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.8K- 1.08% |
$549K - $603K
|
2.28M
$54M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-29.7K- 17.46% |
$656K - $722K
|
141K
$3.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-30.3K- 13.24% |
$670K - $737K
|
199K
$4.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-31.5K- 21.39% |
$695K - $764K
|
116K
$2.74M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-32.2K- 42.22% |
$711K - $782K
|
44.1K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-36.7K- 28.41% |
$810K - $891K
|
92.4K
$2.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.5K- 77.18% |
$895K - $984K
|
12K
$283K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.6K- 4.52% |
$963K - $1.06M
|
921K
$21.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-43.7K- 40.37% |
$965K - $1.06M
|
64.5K
$1.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-45.6K- 38.22% |
$1.01M - $1.11M
|
73.7K
$1.74M
|
|
|
Oct 05, 2022
Q3 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-50.1K- 54.0% |
$1.11M - $1.22M
|
42.7K
$1.01M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-66.9K- 8.7% |
$1.48M - $1.62M
|
702K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79.3K- 19.3% |
$1.75M - $1.93M
|
332K
$7.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-82.6K- 53.25% |
$1.82M - $2.01M
|
72.5K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83.8K- 34.65% |
$1.85M - $2.03M
|
158K
$3.74M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-103K- 56.85% |
$2.27M - $2.49M
|
78K
$1.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-124K- 77.65% |
$2.73M - $3M
|
35.6K
$842K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-158K- 17.88% |
$3.48M - $3.83M
|
724K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-229K- 13.18% |
$5.06M - $5.57M
|
1.51M
$35.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-375K- 10.79% |
$8.28M - $9.1M
|
3.1M
$73.3M
|