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 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 20.84% |
$49.5K - $53.8K
|
13.2K
$311K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.91K+ 1.89% |
$41.4K - $45K
|
103K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.72KNew |
$37.2K - $40.4K
|
1.72K
$40.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Caprin Asset Management LLC
Henrico, VA |
BUY
|
- |
1.59KNew |
$34.5K - $37.4K
|
1.59K
$37.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
1.57K+ 19.03% |
$34.1K - $37K
|
9.82K
$230K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.5K+ 12.4% |
$32.6K - $35.4K
|
13.6K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.44KNew |
$31.3K - $34K
|
1.44K
$33.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.37KNew |
$29.7K - $32.2K
|
1.37K
$32.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.19KNew |
$25.8K - $28K
|
1.19K
$27.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 7.71% |
$24.3K - $26.4K
|
15.7K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
804+ 8.08% |
$17.4K - $18.9K
|
10.8K
$252K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
676+ 5.38% |
$14.7K - $15.9K
|
13.2K
$311K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
619New |
$13.4K - $14.6K
|
619
$14.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
597New |
$12.9K - $14.1K
|
597
$14K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
441New |
$9.57K - $10.4K
|
441
$10.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
419New |
$9.09K - $9.87K
|
419
$9.83K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
370+ 445.78% |
$8.03K - $8.71K
|
453
$10.6K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
358New |
$7.77K - $8.43K
|
358
$8.4K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
348+ 0.74% |
$7.55K - $8.2K
|
47.5K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
265+ 0.61% |
$5.75K - $6.24K
|
43.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
161+ 100.0% |
$3.49K - $3.79K
|
322
$7.56K
|
|
|
Jan 19, 2023
Q4 2022
|
Melone Private Wealth, LLC
|
BUY
|
- |
143+ 0.72% |
$3.1K - $3.37K
|
20.1K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 0.72% |
$2.17K - $2.36K
|
14K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.71% |
$130 - $141
|
850
$19.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-140- 0.53% |
$3.04K - $3.3K
|
26.2K
$616K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-351- 2.79% |
$7.61K - $8.27K
|
12.2K
$287K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-517- 5.14% |
$11.2K - $12.2K
|
9.55K
$224K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-527- 2.46% |
$11.4K - $12.4K
|
20.9K
$491K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-600- 0.67% |
$13K - $14.1K
|
89.3K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-608- 2.44% |
$13.2K - $14.3K
|
24.3K
$569K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-616- 3.93% |
$13.4K - $14.5K
|
15.1K
$354K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-696- 2.56% |
$15.1K - $16.4K
|
26.5K
$622K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-758- 4.57% |
$16.4K - $17.9K
|
15.8K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-950- 8.97% |
$20.6K - $22.4K
|
9.64K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.15K- 4.74% |
$24.8K - $27K
|
23K
$540K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.48K- 27.95% |
$32.1K - $34.8K
|
3.81K
$89.5K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.11K- 9.08% |
$45.7K - $49.6K
|
21.1K
$495K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 24.24% |
$47.3K - $51.4K
|
6.82K
$160K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.21K- 1.3% |
$47.9K - $52K
|
167K
$3.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.47K- 3.89% |
$53.6K - $58.2K
|
61K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.13K- 1.64% |
$67.8K - $73.7K
|
188K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.2K- 26.13% |
$69.4K - $75.4K
|
9.05K
$212K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4K- 37.94% |
$86.8K - $94.2K
|
6.54K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.75K- 3.25% |
$103K - $112K
|
141K
$3.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.82K- 10.37% |
$104K - $113K
|
41.6K
$977K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.55K- 8.34% |
$120K - $131K
|
61K
$1.43M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-6.11K- 3.01% |
$133K - $144K
|
197K
$4.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.16K- 27.16% |
$134K - $145K
|
16.5K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.44K- 17.94% |
$140K - $152K
|
29.4K
$691K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.9K- 13.42% |
$150K - $163K
|
44.5K
$1.05M
|