Latest Institutional Purchases of Invesco ETF Tr Ii N Y Amt Fre (PZT)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii N Y Amt Fre (PZT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.1KNew |
$763K - $811K
|
36.1K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22.9K+ 10.84% |
$484K - $514K
|
234K
$5.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 88.34% |
$364K - $387K
|
36.8K
$789K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.3KNew |
$260K - $277K
|
12.3K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10KNew |
$212K - $225K
|
10K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.61K+ 2.88% |
$203K - $216K
|
343K
$7.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.9K+ 51.82% |
$103K - $110K
|
14.4K
$308K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.78K+ 0.73% |
$101K - $107K
|
660K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 4.53% |
$29.6K - $31.5K
|
32.4K
$695K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.2KNew |
$25.3K - $26.9K
|
1.2K
$25.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
516+ 91.65% |
$10.9K - $11.6K
|
1.08K
$23.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
59+ 0.19% |
$1.25K - $1.32K
|
30.7K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.7K+ 8.23% |
$281K - $293K
|
167K
$3.59M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$232K - $242K
|
10.5K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.67K+ 21.57% |
$147K - $153K
|
37.6K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
92+ 0.44% |
$2.03K - $2.12K
|
20.9K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
49+ 2.26% |
$1.08K - $1.13K
|
2.22K
$47.6K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$110 - $115
|
13.6K
$293K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99KNew |
$113K - $117K
|
4.99K
$107K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$446K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56+ 0.52% |
$1.26K - $1.31K
|
10.9K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$67.7 - $70.4
|
407
$8.73K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.3KNew |
$811K - $829K
|
35.3K
$757K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13KNew |
$299K - $306K
|
13K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
720+ 21.95% |
$16.6K - $16.9K
|
4K
$85.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
338New |
$7.77K - $7.95K
|
338
$7.25K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.81KNew |
$221K - $228K
|
9.81K
$210K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
29.5KNew |
$671K - $691K
|
29.5K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$234K - $241K
|
10.3K
$221K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.9KNew |
$202K - $208K
|
8.9K
$191K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693New |
$15.7K - $16.2K
|
693
$14.9K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.8KNew |
$217K - $226K
|
9.8K
$210K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.39KNew |
$97.2K - $101K
|
4.39K
$94.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 33.26% |
$45.1K - $46.9K
|
8.15K
$175K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
892+ 8.49% |
$19.8K - $20.6K
|
11.4K
$245K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6KNew |
$409K - $429K
|
18.6K
$399K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
16.6KNew |
$366K - $384K
|
16.6K
$356K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$216K - $226K
|
9.8K
$210K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.88KNew |
$196K - $205K
|
8.88K
$191K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$524K - $569K
|
25.2K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3KNew |
$235K - $255K
|
11.3K
$243K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.85KNew |
$205K - $222K
|
9.85K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.63KNew |
$33.8K - $36.7K
|
1.63K
$34.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $27.1K
|
1.2K
$25.8K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12KNew |
$23.2K - $25.2K
|
1.12K
$23.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 610.61% |
$93.2K - $102K
|
5.09K
$109K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
29.9KNew |
$659K - $713K
|
29.9K
$642K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
665+ 7.53% |
$14.6K - $15.9K
|
9.5K
$204K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
8+ 0.4% |
$176 - $191
|
2.03K
$43.6K
|
|