Purchases and Sales Made in Q3 2023 in Invesco ETF Tr Ii Natl Amt Fre (PZA)

PZA Quotes by TradingView

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
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
5.74K
+ 16.31%
$127K - $137K
40.9K $967K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
4.9K
+ 10.89%
$108K - $117K
49.9K $1.18M
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
4.7K
New
$104K - $112K
4.7K $111K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
4.28K
+ 11.04%
$94.6K - $102K
43.1K $1.02M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.96K
+ 6.99%
$87.5K - $94.3K
60.5K $1.43M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
3.5K
New
$77.4K - $83.4K
3.5K $82.8K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
3.41K
New
$75.4K - $81.3K
3.41K $80.7K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
3.1K
+ 11.71%
$68.5K - $73.9K
29.6K $699K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.84K
New
$62.8K - $67.7K
2.84K $67.1K
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
2.78K
+ 29.73%
$61.6K - $66.3K
12.1K $287K
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
1.93K
+ 1.86%
$42.7K - $46K
106K $2.5M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.88K
+ 14.92%
$41.6K - $44.9K
14.5K $343K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.82K
+ 14.49%
$40.3K - $43.4K
14.4K $340K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.79K
+ 4.07%
$39.7K - $42.8K
45.8K $1.08M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
1.63K
New
$36K - $38.8K
1.63K $38.5K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.48K
New
$32.6K - $35.2K
1.48K $34.9K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
1.45K
+ 4.47%
$32.1K - $34.6K
34K $803K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

BUY
 -
1.33K
+ 5.82%
$29.3K - $31.6K
24.1K $570K
Oct 24, 2023 Q3 2023
First United Bank & Trust

BUY
 -
1.05K
+ 8.98%
$23.1K - $24.9K
12.7K $300K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
820
New
$18.1K - $19.5K
820 $19.4K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
439
New
$9.71K - $10.5K
439 $10.4K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

BUY
 -
406
+ 1.03%
$8.98K - $9.67K
40K $946K
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
399
New
$8.82K - $9.51K
399 $9.44K
Nov 06, 2023 Q3 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
315
+ 1.45%
$6.96K - $7.51K
22K $521K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
245
+ 0.37%
$5.42K - $5.84K
66.9K $1.58M
Oct 10, 2023 Q3 2023
Melone Private Wealth, LLC

BUY
 -
178
+ 0.75%
$3.94K - $4.24K
23.8K $564K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
127
+ 1.1%
$2.81K - $3.03K
11.7K $277K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
107
+ 0.75%
$2.37K - $2.55K
14.4K $340K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
102
New
$2.26K - $2.43K
102 $2.41K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
90
+ 0.03%
$1.99K - $2.14K
290K $6.85M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
64
+ 0.64%
$1.42K - $1.53K
10.1K $238K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
38
New
$840 - $906
38 $899
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
7
+ 0.81%
$155 - $167
869 $20.6K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
7
+ 0.69%
$155 - $167
1.02K $24K
Nov 06, 2023 Q3 2023
Flynn Zito Capital Management, LLC

SELL
 -
-51
- 0.12%
$1.13K - $1.22K
42.2K $999K
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

SELL
 -
-54
- 6.75%
$1.19K - $1.29K
746 $17.6K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-65
- 0.93%
$1.44K - $1.55K
6.93K $164K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-84
- 0.52%
$1.86K - $2K
16K $378K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-150
- 1.51%
$3.32K - $3.57K
9.8K $232K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

SELL
 -
-158
- 1.67%
$3.49K - $3.77K
9.29K $220K
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

SELL
 -
-200
- 1.72%
$4.42K - $4.77K
11.5K $271K
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

SELL
 -
-292
- 4.33%
$6.46K - $6.96K
6.46K $153K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-297
- 13.0%
$6.57K - $7.08K
1.99K $47K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-326
- 3.04%
$7.21K - $7.77K
10.4K $246K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-358
- 9.29%
$7.92K - $8.53K
3.49K $82.6K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-437
- 20.14%
$9.66K - $10.4K
1.73K $41K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

SELL
 -
-743
- 3.56%
$16.4K - $17.7K
20.1K $476K
Nov 03, 2023 Q3 2023
New Square Capital LLC

SELL
 -
-798
- 2.53%
$17.6K - $19K
30.7K $727K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-1K
- 7.45%
$22.1K - $23.8K
12.4K $294K

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