Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
712KNew |
$16.7M - $17.3M
|
712K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176K+ 6.98% |
$4.13M - $4.28M
|
2.7M
$63.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.8K+ 51.82% |
$1M - $1.04M
|
125K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.6K+ 4.22% |
$717K - $742K
|
755K
$17.7M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.5KNew |
$246K - $254K
|
10.5K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.91KNew |
$232K - $240K
|
9.91K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.25K+ 79.56% |
$217K - $224K
|
20.9K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
9.19KNew |
$215K - $223K
|
9.19K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.78K+ 17.25% |
$112K - $116K
|
32.5K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
4.06K+ 22.86% |
$95K - $98.3K
|
21.8K
$512K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
3.17K+ 17.77% |
$74.2K - $76.8K
|
21K
$493K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 63.18% |
$53.6K - $55.5K
|
5.91K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.24K+ 22.89% |
$52.4K - $54.3K
|
12K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$24.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-910- 2.46% |
$21.3K - $22.1K
|
36.1K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 1.22% |
$24.6K - $25.5K
|
85.3K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.88% |
$25.2K - $26.1K
|
36.3K
$853K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.08K- 37.54% |
$25.4K - $26.3K
|
1.8K
$42.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$25.4K - $26.3K
|
43.5K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 4.94% |
$44K - $45.5K
|
36.1K
$848K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29K- 11.42% |
$53.7K - $55.6K
|
17.8K
$418K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.88K- 1.15% |
$90.9K - $94.1K
|
333K
$7.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-23.1K- 9.37% |
$540K - $559K
|
223K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-120K- 56.15% |
$2.81M - $2.91M
|
93.6K
$2.2M
|