Purchases and Sales Made in Q2 2025 in Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II N Y AMT -FRE.
| 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
|
|
|
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
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-2.47K- 1.2% |
$52.1K - $55.4K
|
203K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-4.98K- 4.29% |
$105K - $112K
|
111K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.09K- 5.17% |
$107K - $114K
|
93.3K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-9.23K- 31.4% |
$195K - $207K
|
20.2K
$433K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12K- 15.77% |
$253K - $269K
|
64.1K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 35.16% |
$410K - $436K
|
35.8K
$769K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.2K- 54.24% |
$426K - $453K
|
17K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-81.6K- 94.01% |
$1.72M - $1.83M
|
5.2K
$112K
|