Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.57M+ 6.92% |
$34M - $37M
|
24.2M
$569M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.23M+ 141.27% |
$26.6M - $28.9M
|
2.09M
$49.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
706K+ 152.48% |
$15.3M - $16.6M
|
1.17M
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
647K+ 87.0% |
$14M - $15.2M
|
1.39M
$32.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
388K+ 3877.57% |
$8.42M - $9.15M
|
398K
$9.35M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
376KNew |
$8.15M - $8.85M
|
376K
$8.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
305K+ 228.75% |
$6.61M - $7.17M
|
438K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 17.13% |
$5.61M - $6.09M
|
1.77M
$41.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
191K+ 107.64% |
$4.15M - $4.51M
|
369K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
191K+ 390.41% |
$4.14M - $4.49M
|
239K
$5.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
181K+ 258.34% |
$3.92M - $4.26M
|
251K
$5.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
167KNew |
$3.62M - $3.93M
|
167K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
152KNew |
$3.3M - $3.58M
|
152K
$3.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
143KNew |
$3.1M - $3.36M
|
143K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
137K+ 571.55% |
$2.97M - $3.22M
|
161K
$3.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
130K+ 135.76% |
$2.83M - $3.07M
|
227K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
108K+ 453.58% |
$2.34M - $2.54M
|
131K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
104KNew |
$2.26M - $2.46M
|
104K
$2.45M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
98.7KNew |
$2.14M - $2.32M
|
98.7K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.4K+ 754.73% |
$1.96M - $2.13M
|
102K
$2.4M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
76.8K+ 25.95% |
$1.67M - $1.81M
|
373K
$8.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
70.8KNew |
$1.54M - $1.67M
|
70.8K
$1.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
66.4K+ 251.6% |
$1.44M - $1.56M
|
92.7K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.3K+ 125.26% |
$1.26M - $1.37M
|
105K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
54.4K+ 18.85% |
$1.18M - $1.28M
|
343K
$8.06M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
46.8K+ 96.06% |
$1.02M - $1.1M
|
95.6K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.5K+ 95.4% |
$791K - $859K
|
74.7K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
26.1K+ 1198.39% |
$567K - $615K
|
28.3K
$664K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
21.5KNew |
$467K - $507K
|
21.5K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.5K+ 18.95% |
$402K - $437K
|
116K
$2.73M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.7KNew |
$383K - $416K
|
17.7K
$415K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
14.6K+ 41.12% |
$318K - $345K
|
50.2K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 135.81% |
$303K - $328K
|
24.2K
$568K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.4K+ 97.35% |
$290K - $315K
|
27.1K
$636K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
12.3KNew |
$266K - $289K
|
12.3K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
12KNew |
$260K - $282K
|
12K
$281K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5K+ 110.44% |
$228K - $248K
|
20.1K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
10.3K+ 9.92% |
$223K - $242K
|
114K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.77KNew |
$212K - $230K
|
9.77K
$229K
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
9.24KNew |
$200K - $218K
|
9.24K
$217K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.17K+ 112.76% |
$199K - $216K
|
17.3K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
9.16KNew |
$199K - $216K
|
9.16K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
8.57KNew |
$186K - $202K
|
8.57K
$201K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.45K+ 39.01% |
$162K - $176K
|
26.6K
$623K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
6.5K+ 43.51% |
$141K - $153K
|
21.4K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
6.35K+ 19.06% |
$138K - $149K
|
39.7K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.62K+ 123.17% |
$100K - $109K
|
8.36K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.33KNew |
$93.9K - $102K
|
4.33K
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.65KNew |
$79.1K - $85.9K
|
3.65K
$85.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.1K+ 15.07% |
$67.3K - $73.1K
|
23.7K
$556K
|