Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
4.49K+ 13.07% |
$121K - $123K
|
38.8K
$917K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.44K+ 32.74% |
$119K - $122K
|
18K
$425K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.1KNew |
$110K - $113K
|
4.1K
$96.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.87K+ 34.34% |
$104K - $106K
|
15.1K
$358K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
3.74K+ 2.0% |
$100K - $103K
|
191K
$4.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.66K+ 2.2% |
$98.2K - $101K
|
170K
$4.02M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
3.54K+ 12.43% |
$95K - $97.3K
|
32K
$756K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
3.29K+ 24.68% |
$88.5K - $90.6K
|
16.6K
$393K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.21K+ 4.87% |
$86.3K - $88.4K
|
69.3K
$1.64M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.18K+ 7.01% |
$85.3K - $87.3K
|
48.4K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.05K+ 5.1% |
$81.9K - $83.8K
|
62.8K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
2.58K+ 3.83% |
$69.4K - $71K
|
69.9K
$1.65M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
BUY
|
- |
2.54K+ 3.84% |
$68.1K - $69.7K
|
68.6K
$1.62M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.48K+ 3.75% |
$66.5K - $68.1K
|
68.5K
$1.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.44K+ 18.13% |
$65.4K - $67K
|
15.9K
$375K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.29K+ 2.43% |
$61.4K - $62.9K
|
96.2K
$2.27M
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
BUY
|
- |
2.22KNew |
$59.6K - $61.1K
|
2.22K
$52.4K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.1K+ 2.67% |
$56.5K - $57.8K
|
80.9K
$1.91M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.02K+ 9.16% |
$54.3K - $55.6K
|
24.1K
$569K
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.89K+ 8.57% |
$50.8K - $52K
|
23.9K
$566K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.77K+ 10.91% |
$47.5K - $48.6K
|
18K
$425K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.67K+ 6.89% |
$44.9K - $45.9K
|
25.9K
$612K
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.63K+ 1.45% |
$43.9K - $44.9K
|
114K
$2.69M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.43KNew |
$38.3K - $39.2K
|
1.43K
$33.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.29KNew |
$34.5K - $35.4K
|
1.29K
$30.4K
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.27K+ 1.65% |
$34.2K - $35K
|
78.2K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 9.36% |
$34K - $34.8K
|
14.8K
$349K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18K+ 11.77% |
$31.6K - $32.3K
|
11.2K
$264K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.15KNew |
$30.9K - $31.7K
|
1.15K
$27.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12KNew |
$29.9K - $30.7K
|
1.12K
$26.3K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 2.03% |
$28.3K - $29K
|
53K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 2.03% |
$28.3K - $29K
|
53K
$1.25M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
939New |
$25.2K - $25.8K
|
939
$22.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
894+ 2.05% |
$24K - $24.6K
|
44.5K
$1.05M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
825+ 2.92% |
$22.2K - $22.7K
|
29.1K
$688K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
746+ 1.79% |
$20K - $20.5K
|
42.4K
$1M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
711+ 4.49% |
$19.1K - $19.6K
|
16.5K
$391K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
662+ 1.93% |
$17.8K - $18.2K
|
34.9K
$824K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
601+ 6.76% |
$16.1K - $16.5K
|
9.49K
$224K
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
501New |
$13.5K - $13.8K
|
501
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
494+ 4.78% |
$13.3K - $13.6K
|
10.8K
$256K
|
|
|
Oct 08, 2021
Q3 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
435+ 2.24% |
$11.7K - $12K
|
19.8K
$468K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
400New |
$10.7K - $11K
|
400
$9.45K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
390+ 31.35% |
$10.5K - $10.7K
|
1.63K
$38.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
345+ 1.38% |
$9.27K - $9.49K
|
25.3K
$598K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
328New |
$8.81K - $9.02K
|
328
$7.75K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
288New |
$7.74K - $7.92K
|
288
$6.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
270+ 1.31% |
$7.25K - $7.43K
|
20.8K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
234+ 0.45% |
$6.29K - $6.44K
|
52.6K
$1.24M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
169+ 1.8% |
$4.54K - $4.65K
|
9.56K
$226K
|