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 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-65- 7.77% |
$1.42K - $1.51K
|
772
$18K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-131- 0.61% |
$2.87K - $3.04K
|
21.2K
$495K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-182- 3.74% |
$3.98K - $4.22K
|
4.69K
$110K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-207- 2.29% |
$4.53K - $4.8K
|
8.84K
$207K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-326- 3.48% |
$7.14K - $7.55K
|
9.05K
$212K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-472- 1.08% |
$10.3K - $10.9K
|
43.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-622- 6.58% |
$13.6K - $14.4K
|
8.83K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-865- 3.62% |
$18.9K - $20K
|
23.1K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-881- 4.13% |
$19.3K - $20.4K
|
20.4K
$478K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-997- 20.15% |
$21.8K - $23.1K
|
3.95K
$92.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.3K- 8.08% |
$28.5K - $30.2K
|
14.8K
$347K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.24K- 14.15% |
$49K - $51.9K
|
13.6K
$318K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.24K- 14.15% |
$49K - $51.9K
|
13.6K
$318K
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.17K- 14.95% |
$69.4K - $73.4K
|
18K
$421K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-3.17K- 14.95% |
$69.4K - $73.4K
|
18K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.85K- 21.32% |
$84.3K - $89.2K
|
14.2K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.96K- 13.08% |
$86.8K - $91.8K
|
26.3K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.17K- 17.49% |
$157K - $166K
|
33.8K
$790K
|
|
|
Oct 08, 2025
Q3 2025
|
Kwmg, LLC
|
SELL
|
- |
-12.1K- 49.26% |
$265K - $280K
|
12.5K
$291K
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-13.1K- 17.01% |
$286K - $303K
|
63.9K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.7K- 42.36% |
$322K - $341K
|
20K
$468K
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-14.8K- 5.71% |
$324K - $343K
|
245K
$5.72M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22.1K- 70.57% |
$483K - $511K
|
9.2K
$215K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-24.6K- 29.83% |
$537K - $569K
|
57.8K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-25.7K- 20.84% |
$562K - $595K
|
97.4K
$2.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-30.5K- 10.38% |
$667K - $706K
|
263K
$6.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-39.3K- 18.52% |
$860K - $910K
|
173K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-66.6K- 87.43% |
$1.46M - $1.54M
|
9.57K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-96K- 30.25% |
$2.1M - $2.22M
|
221K
$5.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-299K- 66.29% |
$6.55M - $6.94M
|
152K
$3.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-364K- 87.3% |
$7.96M - $8.43M
|
52.9K
$1.24M
|