Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
25+ 0.19% |
$589 - $605
|
12.9K
$304K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19+ 0.09% |
$448 - $460
|
21.8K
$515K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$283 - $290
|
1.52K
$36K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.87% |
$212 - $218
|
1.05K
$24.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.04% |
$212 - $218
|
22.3K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.44% |
$47.1 - $48.4
|
456
$10.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.31% |
$47.1 - $48.4
|
655
$15.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$23.6 - $24.2
|
38K
$899K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-13- 0.07% |
$306 - $314
|
17.8K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-13- 0.07% |
$306 - $314
|
17.8K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-56- 3.78% |
$1.32K - $1.35K
|
1.43K
$33.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-128- 1.23% |
$3.02K - $3.1K
|
10.3K
$243K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-164- 1.65% |
$3.87K - $3.97K
|
9.78K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-309- 0.78% |
$7.28K - $7.47K
|
39.2K
$928K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-346- 6.53% |
$8.16K - $8.37K
|
4.95K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-361- 0.07% |
$8.51K - $8.73K
|
538K
$12.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-366- 0.42% |
$8.63K - $8.85K
|
86.3K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-451- 95.15% |
$10.6K - $10.9K
|
23
$544
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-455- 2.07% |
$10.7K - $11K
|
21.5K
$508K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-468- 3.31% |
$11K - $11.3K
|
13.7K
$324K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-508- 2.0% |
$12K - $12.3K
|
24.8K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-598- 6.63% |
$14.1K - $14.5K
|
8.43K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-742- 1.16% |
$17.5K - $17.9K
|
63.4K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-843- 3.86% |
$19.9K - $20.4K
|
21K
$497K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-891- 3.11% |
$21K - $21.6K
|
27.7K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-910- 5.99% |
$21.4K - $22K
|
14.3K
$338K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-944- 99.89% |
$22.3K - $22.8K
|
1
$23.7
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-971- 2.9% |
$22.9K - $23.5K
|
32.5K
$769K
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.11K- 8.96% |
$26.1K - $26.8K
|
11.3K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.29K- 6.72% |
$30.3K - $31.1K
|
17.8K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.29K- 3.11% |
$30.4K - $31.2K
|
40.3K
$952K
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.44K- 2.27% |
$33.9K - $34.8K
|
62K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.45K- 10.07% |
$34.2K - $35.1K
|
12.9K
$306K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.45K- 7.57% |
$34.3K - $35.2K
|
17.7K
$420K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 13.85% |
$34.8K - $35.7K
|
9.18K
$217K
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.7K- 8.84% |
$40K - $41.1K
|
17.5K
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.78K- 4.64% |
$41.9K - $43K
|
36.5K
$864K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.83K- 13.61% |
$43.2K - $44.3K
|
11.6K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.88K- 2.57% |
$44.3K - $45.5K
|
71.4K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.92K- 18.54% |
$45.2K - $46.3K
|
8.42K
$199K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 9.74% |
$45.6K - $46.8K
|
17.9K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2.16K- 22.15% |
$51K - $52.3K
|
7.6K
$180K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-2.17K- 5.53% |
$51.1K - $52.4K
|
37K
$876K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.41K- 2.83% |
$56.8K - $58.3K
|
82.6K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.63K- 10.27% |
$61.9K - $63.5K
|
23K
$543K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-3.19K- 18.51% |
$75.2K - $77.2K
|
14K
$332K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.21K- 27.24% |
$75.7K - $77.7K
|
8.58K
$203K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3.23K- 0.81% |
$76.2K - $78.2K
|
396K
$9.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.54K- 4.88% |
$83.5K - $85.7K
|
69K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.67K- 2.89% |
$86.5K - $88.8K
|
123K
$2.92M
|