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 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
160+ 17.58% |
$4.3K - $4.4K
|
1.07K
$25.3K
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
144+ 1.31% |
$3.87K - $3.96K
|
11.2K
$264K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
126+ 2.42% |
$3.38K - $3.47K
|
5.34K
$126K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
122+ 37.77% |
$3.28K - $3.36K
|
445
$10.5K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
120+ 0.68% |
$3.22K - $3.3K
|
17.8K
$420K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
85+ 11.53% |
$2.28K - $2.34K
|
822
$19.4K
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
78+ 0.58% |
$2.1K - $2.15K
|
13.6K
$321K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
57+ 0.59% |
$1.53K - $1.57K
|
9.69K
$229K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41+ 0.39% |
$1.1K - $1.13K
|
10.5K
$249K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
35+ 3.02% |
$940 - $963
|
1.19K
$28.2K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
12+ 0.1% |
$322 - $330
|
11.6K
$274K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$188 - $193
|
7
$165
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
7+ 0.63% |
$188 - $193
|
1.11K
$26.3K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.69% |
$107 - $110
|
583
$13.8K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$80.6 - $82.5
|
9.56K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8- 0.1% |
$215 - $220
|
7.68K
$181K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-13- 3.96% |
$349 - $358
|
315
$7.44K
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-18- 0.02% |
$483 - $495
|
88.8K
$2.1M
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28- 6.05% |
$752 - $770
|
435
$10.3K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-43- 0.14% |
$1.15K - $1.18K
|
30.6K
$723K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-82- 6.37% |
$2.2K - $2.26K
|
1.21K
$28.5K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125Closed |
$3.36K - $3.44K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-137- 0.84% |
$3.68K - $3.77K
|
16.1K
$380K
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-200- 2.13% |
$5.37K - $5.5K
|
9.19K
$217K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-331- 26.5% |
$8.89K - $9.1K
|
918
$21.7K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-464- 6.94% |
$12.5K - $12.8K
|
6.22K
$147K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-517Closed |
$13.9K - $14.2K
|
0
$0
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-585- 2.05% |
$15.7K - $16.1K
|
27.9K
$660K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-594- 1.1% |
$16K - $16.3K
|
53.4K
$1.26M
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-814- 7.63% |
$21.9K - $22.4K
|
9.86K
$233K
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-844- 4.12% |
$22.7K - $23.2K
|
19.6K
$464K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.04K- 13.74% |
$27.9K - $28.6K
|
6.53K
$154K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.05K- 4.51% |
$28.2K - $28.9K
|
22.3K
$526K
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.18K- 7.15% |
$31.8K - $32.6K
|
15.4K
$363K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.29K- 8.14% |
$34.7K - $35.6K
|
14.6K
$344K
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.3KClosed |
$34.9K - $35.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.36K- 6.33% |
$36.6K - $37.5K
|
20.1K
$476K
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.82K- 9.56% |
$49K - $50.2K
|
17.3K
$407K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.98K- 7.21% |
$53.1K - $54.4K
|
25.5K
$602K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.42K- 1.06% |
$64.9K - $66.5K
|
225K
$5.31M
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.49K- 3.27% |
$66.9K - $68.4K
|
73.6K
$1.74M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.04K- 10.97% |
$81.8K - $83.7K
|
24.7K
$584K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-3.36KClosed |
$90.2K - $92.3K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-3.42K- 3.09% |
$91.9K - $94.1K
|
107K
$2.53M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.61K- 6.34% |
$97K - $99.3K
|
53.3K
$1.26M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.62K- 3.35% |
$97.2K - $99.5K
|
104K
$2.46M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.74K- 17.88% |
$100K - $103K
|
17.2K
$406K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.31KClosed |
$116K - $118K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.37KClosed |
$144K - $148K
|
0
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.43K- 9.69% |
$146K - $149K
|
50.6K
$1.2M
|