Purchases and Sales Made in Q4 2023 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 2023. 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 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.6K+ 13.86% |
$318K - $355K
|
120K
$2.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
14K+ 83.22% |
$305K - $340K
|
30.9K
$731K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13.1KNew |
$284K - $317K
|
13.1K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.7KNew |
$254K - $284K
|
11.7K
$277K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
11.6KNew |
$253K - $282K
|
11.6K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11.5K+ 3.98% |
$251K - $280K
|
301K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.3K+ 399.12% |
$246K - $275K
|
14.2K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 22.84% |
$242K - $270K
|
59.9K
$1.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
11KNew |
$238K - $266K
|
11K
$259K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
10.4KNew |
$225K - $251K
|
10.4K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10.2KNew |
$221K - $247K
|
10.2K
$240K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.97K+ 68.66% |
$195K - $217K
|
22K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
8.39KNew |
$182K - $204K
|
8.39K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
8.34K+ 65.77% |
$181K - $202K
|
21K
$497K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.3K+ 39.55% |
$180K - $201K
|
29.3K
$693K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7.71KNew |
$168K - $187K
|
7.71K
$182K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
6.4K+ 48.19% |
$139K - $155K
|
19.7K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.1KNew |
$133K - $148K
|
6.1K
$144K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.1KNew |
$132K - $148K
|
6.1K
$144K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.76K+ 11.71% |
$125K - $140K
|
54.9K
$1.3M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.59K+ 52.96% |
$121K - $136K
|
16.1K
$382K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.34K+ 11.19% |
$116K - $129K
|
53.1K
$1.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
5.34K+ 13.05% |
$116K - $129K
|
46.2K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.2K+ 80.46% |
$113K - $126K
|
11.7K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
5.18K+ 28.34% |
$113K - $126K
|
23.5K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.11K+ 8.24% |
$89.4K - $99.7K
|
54K
$1.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.5KNew |
$76.1K - $84.9K
|
3.5K
$82.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2.42K+ 14.82% |
$52.6K - $58.7K
|
18.8K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 13.84% |
$48.1K - $53.7K
|
18.2K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.07K+ 17.01% |
$44.9K - $50.1K
|
14.2K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.04K+ 203500.0% |
$44.2K - $49.3K
|
2.04K
$48.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$39.8K - $44.4K
|
1.83K
$43.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.39KNew |
$30.2K - $33.7K
|
1.39K
$32.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.29K+ 5.06% |
$27.9K - $31.2K
|
26.7K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.23K+ 0.81% |
$26.7K - $29.8K
|
153K
$3.62M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
1.2K+ 5.98% |
$26.2K - $29.2K
|
21.3K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 4.8% |
$25.1K - $28K
|
25.3K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 7.05% |
$24.2K - $27K
|
16.9K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
909+ 2.23% |
$19.8K - $22K
|
41.7K
$986K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
881New |
$19.1K - $21.4K
|
881
$20.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
638New |
$13.9K - $15.5K
|
638
$15.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
611+ 0.12% |
$13.3K - $14.8K
|
497K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
502New |
$10.9K - $12.2K
|
502
$11.9K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
500+ 5.53% |
$10.9K - $12.1K
|
9.55K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
BUY
|
- |
412+ 1.94% |
$8.95K - $9.99K
|
21.7K
$513K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
383+ 2.64% |
$8.32K - $9.29K
|
14.9K
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236New |
$5.13K - $5.72K
|
236
$5.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
227+ 0.99% |
$4.93K - $5.5K
|
23.1K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$4.35K - $4.85K
|
200
$4.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
195New |
$4.24K - $4.73K
|
195
$4.61K
|