Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.34M+ 679.39% |
$29.7M - $32M
|
1.54M
$36.1M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
407KNew |
$8.99M - $9.69M
|
407K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
363K+ 62.17% |
$8.02M - $8.64M
|
946K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338K+ 51.27% |
$7.48M - $8.06M
|
998K
$23.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
235KNew |
$5.2M - $5.61M
|
235K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 16.41% |
$5.16M - $5.56M
|
1.66M
$38.9M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
223K+ 75.33% |
$4.93M - $5.31M
|
519K
$12.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
153KNew |
$3.39M - $3.66M
|
153K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
138K+ 16.1% |
$3.04M - $3.28M
|
992K
$23.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
137KNew |
$3.03M - $3.27M
|
137K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
133KNew |
$2.94M - $3.17M
|
133K
$3.12M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
126K+ 28.06% |
$2.78M - $3M
|
575K
$13.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
122K+ 58.93% |
$2.7M - $2.91M
|
330K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102K+ 200.94% |
$2.26M - $2.44M
|
153K
$3.59M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
76K+ 100.44% |
$1.68M - $1.81M
|
152K
$3.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
51.5K+ 27.5% |
$1.14M - $1.23M
|
239K
$5.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
47.2K+ 1.59% |
$1.04M - $1.13M
|
3.01M
$70.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
43.1K+ 345.91% |
$953K - $1.03M
|
55.6K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
41.8K+ 30.2% |
$924K - $996K
|
180K
$4.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
41.4KNew |
$915K - $987K
|
41.4K
$972K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
41.1K+ 9.01% |
$908K - $979K
|
497K
$11.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.4K+ 12.62% |
$893K - $962K
|
360K
$8.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
38.3K+ 45.38% |
$846K - $912K
|
123K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
36.8K+ 190.92% |
$813K - $876K
|
56K
$1.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35KNew |
$774K - $834K
|
35K
$821K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32.2K+ 101.92% |
$711K - $767K
|
63.7K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
31.5K+ 192.51% |
$696K - $751K
|
47.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
29K+ 84.18% |
$641K - $691K
|
63.5K
$1.49M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.2K+ 194.02% |
$623K - $671K
|
42.7K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
22.8KNew |
$505K - $544K
|
22.8K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
22.8KNew |
$503K - $542K
|
22.8K
$534K
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
21.3KNew |
$471K - $507K
|
21.3K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
21K+ 78.87% |
$465K - $501K
|
47.7K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
21KNew |
$464K - $500K
|
21K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.2K+ 18.08% |
$447K - $481K
|
132K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.1K+ 8.53% |
$400K - $431K
|
230K
$5.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17KNew |
$376K - $406K
|
17K
$400K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.9K+ 97.74% |
$373K - $402K
|
34.1K
$801K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
16.3KNew |
$361K - $389K
|
16.3K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7KNew |
$348K - $375K
|
15.7K
$369K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.2KNew |
$336K - $362K
|
15.2K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15.1K+ 12.83% |
$333K - $359K
|
132K
$3.11M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
13.3KNew |
$294K - $317K
|
13.3K
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$289K - $311K
|
13.1K
$307K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
12.9K+ 14.86% |
$285K - $307K
|
99.5K
$2.34M
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
12.1K+ 2.24% |
$268K - $289K
|
553K
$13M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$246K - $265K
|
11.1K
$261K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.1KNew |
$245K - $264K
|
11.1K
$260K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1K+ 17.65% |
$245K - $264K
|
73.9K
$1.73M
|