Purchases and Sales Made in Q3 2025 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 2025. 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 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
447K+ 1139.91% |
$9.79M - $10.4M
|
487K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
438KNew |
$9.59M - $10.2M
|
438K
$10.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
390K+ 44.56% |
$8.54M - $9.04M
|
1.27M
$29.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
252K+ 6.46% |
$5.51M - $5.83M
|
4.15M
$97M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
151K+ 422.73% |
$3.3M - $3.49M
|
186K
$4.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
148K+ 56.44% |
$3.25M - $3.44M
|
412K
$9.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
109K+ 188.62% |
$2.39M - $2.53M
|
167K
$3.9M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
69.4KNew |
$1.52M - $1.61M
|
69.4K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66.5K+ 69.58% |
$1.46M - $1.54M
|
162K
$3.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
60.9K+ 68.31% |
$1.33M - $1.41M
|
150K
$3.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
51.9K+ 252.53% |
$1.14M - $1.2M
|
72.4K
$1.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
36.9KNew |
$808K - $855K
|
36.9K
$863K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
33KNew |
$722K - $765K
|
33K
$771K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
31.8KNew |
$696K - $736K
|
31.8K
$743K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
30.9KNew |
$677K - $716K
|
30.9K
$723K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.7KNew |
$476K - $503K
|
21.7K
$508K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
21.5K+ 10.51% |
$470K - $498K
|
226K
$5.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.5KNew |
$383K - $405K
|
17.5K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
14.4K+ 1516.79% |
$314K - $333K
|
15.3K
$358K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
13.8KNew |
$302K - $319K
|
13.8K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12KNew |
$262K - $277K
|
12K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
10.8KNew |
$236K - $250K
|
10.8K
$252K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
10K+ 421.41% |
$219K - $232K
|
12.4K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.34K+ 3.95% |
$204K - $216K
|
246K
$5.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.99K+ 13.36% |
$175K - $185K
|
67.8K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
7.85K+ 41.4% |
$172K - $182K
|
26.8K
$627K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.12K+ 15.75% |
$112K - $119K
|
37.6K
$880K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4.43K+ 379.28% |
$97K - $103K
|
5.6K
$131K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.71K+ 18.15% |
$81.1K - $85.9K
|
24.1K
$564K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.55K+ 1.09% |
$77.6K - $82.2K
|
329K
$7.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 7.25% |
$67K - $70.9K
|
45.3K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.23K+ 639.26% |
$48.8K - $51.7K
|
2.58K
$60.3K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.65K+ 13.7% |
$36.1K - $38.2K
|
13.7K
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34K+ 55.66% |
$29.3K - $31K
|
3.74K
$87.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
947New |
$20.7K - $21.9K
|
947
$22.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
887+ 14.51% |
$19.4K - $20.6K
|
7K
$164K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
714+ 2.02% |
$15.6K - $16.5K
|
36K
$841K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
381+ 1.18% |
$8.34K - $8.83K
|
32.8K
$766K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
235+ 1.87% |
$5.14K - $5.44K
|
12.8K
$300K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
229+ 2.15% |
$5.01K - $5.31K
|
10.9K
$255K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
180+ 1.76% |
$3.94K - $4.17K
|
10.4K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
175+ 0.82% |
$3.83K - $4.05K
|
21.6K
$504K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
106New |
$2.32K - $2.46K
|
106
$2.48K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
95+ 0.75% |
$2.08K - $2.2K
|
12.8K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
92New |
$2.01K - $2.13K
|
92
$2.15K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
85+ 87.63% |
$1.86K - $1.97K
|
182
$4.26K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23+ 0.19% |
$503 - $533
|
12.2K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
14+ 0.23% |
$306 - $324
|
6.01K
$141K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6+ 0.87% |
$131 - $139
|
692
$16.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|