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 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
116+ 0.81% |
$2.52K - $2.81K
|
14.5K
$342K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
96New |
$2.09K - $2.33K
|
96
$2.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.28% |
$608 - $679
|
10.1K
$239K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
19New |
$413 - $461
|
19
$449
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.81% |
$261 - $291
|
1.49K
$35.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.02% |
$217 - $243
|
41.4K
$979K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 0.89% |
$196 - $218
|
1.02K
$24.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$21.7 - $24.3
|
1
$23.7
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-46- 6.17% |
$1K - $1.12K
|
700
$16.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-98- 1.65% |
$2.13K - $2.38K
|
5.83K
$138K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-432- 27.93% |
$9.39K - $10.5K
|
1.12K
$26.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-543- 3.45% |
$11.8K - $13.2K
|
15.2K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-603- 8.7% |
$13.1K - $14.6K
|
6.33K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-708- 2.67% |
$15.4K - $17.2K
|
25.8K
$610K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-761- 36.05% |
$16.5K - $18.5K
|
1.35K
$31.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1K- 8.06% |
$21.7K - $24.3K
|
11.4K
$270K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.36K- 78.42% |
$29.5K - $33K
|
374
$8.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.41K- 6.86% |
$30.7K - $34.3K
|
19.2K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.43K- 1.08% |
$31K - $34.6K
|
131K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.52K- 1.0% |
$32.9K - $36.7K
|
150K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.77K- 4.57% |
$38.4K - $42.8K
|
36.9K
$873K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.9K- 13.19% |
$41.2K - $46K
|
12.5K
$295K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.45K- 8.0% |
$53.3K - $59.4K
|
28.2K
$667K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.88K- 6.81% |
$62.5K - $69.7K
|
39.4K
$931K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.92K- 7.88% |
$63.5K - $70.8K
|
34.1K
$807K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.1K- 10.47% |
$67.3K - $75.1K
|
26.5K
$626K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3.17K- 26.29% |
$68.9K - $76.9K
|
8.89K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.63K- 3.55% |
$78.8K - $87.9K
|
98.4K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.73K- 92.55% |
$81K - $90.4K
|
300
$7.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.75K- 5.61% |
$81.5K - $91K
|
63.2K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.79K- 8.39% |
$82.4K - $92K
|
41.4K
$979K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.1K- 39.53% |
$89.2K - $99.5K
|
6.28K
$148K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-4.5K- 95.83% |
$97.8K - $109K
|
196
$4.64K
|
|
|
Jan 11, 2024
Q4 2023
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-4.84K- 18.66% |
$105K - $117K
|
21.1K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 8.03% |
$106K - $118K
|
55.7K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.5K- 18.28% |
$119K - $133K
|
24.6K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.05K- 26.25% |
$132K - $147K
|
17K
$402K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-6.4K- 20.8% |
$139K - $155K
|
24.3K
$576K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.76K- 44.47% |
$147K - $164K
|
8.44K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-6.77K- 30.74% |
$147K - $164K
|
15.3K
$361K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.59K- 22.36% |
$165K - $184K
|
26.4K
$623K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.59K- 8.97% |
$187K - $208K
|
87.2K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.93K- 20.92% |
$194K - $216K
|
33.7K
$798K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-10.9K- 50.5% |
$237K - $264K
|
10.7K
$252K
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-11.1KClosed |
$241K - $269K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.2K- 22.04% |
$266K - $297K
|
43.3K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.3K- 32.87% |
$268K - $299K
|
25.1K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.3K- 5.79% |
$290K - $323K
|
217K
$5.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-15K- 93.39% |
$327K - $364K
|
1.06K
$25.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-16.7K- 59.0% |
$363K - $405K
|
11.6K
$274K
|