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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.6M+ 15.31% |
$155M - $160M
|
49.7M
$1.17B
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
712KNew |
$16.7M - $17.3M
|
712K
$16.8M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
642KNew |
$15M - $15.6M
|
642K
$15.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
468K+ 29.61% |
$11M - $11.3M
|
2.05M
$48.2M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
426K+ 20.08% |
$9.98M - $10.3M
|
2.55M
$60M
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
350KNew |
$8.19M - $8.49M
|
350K
$8.24M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
349KNew |
$8.18M - $8.47M
|
349K
$8.23M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
272K+ 15.03% |
$6.37M - $6.6M
|
2.08M
$49M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
230K+ 48.29% |
$5.39M - $5.58M
|
707K
$16.6M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176K+ 6.98% |
$4.13M - $4.28M
|
2.7M
$63.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
176K+ 22.0% |
$4.13M - $4.27M
|
977K
$23M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
135K+ 21.59% |
$3.16M - $3.27M
|
760K
$17.9M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
97.3KNew |
$2.28M - $2.36M
|
97.3K
$2.29M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
96K+ 26.12% |
$2.25M - $2.33M
|
463K
$10.9M
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
95.4K+ 7.26% |
$2.23M - $2.31M
|
1.41M
$33.2M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.2K+ 11.19% |
$1.41M - $1.46M
|
598K
$14.1M
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
55.4K+ 42.6% |
$1.3M - $1.34M
|
185K
$4.36M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.29M - $1.33M
|
54.9K
$1.29M
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
54.7KNew |
$1.28M - $1.33M
|
54.7K
$1.29M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
49.9K+ 88.93% |
$1.17M - $1.21M
|
106K
$2.5M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
42.8K+ 51.82% |
$1M - $1.04M
|
125K
$2.95M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
41.8KNew |
$979K - $1.01M
|
41.8K
$985K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
41.1K+ 4.99% |
$963K - $997K
|
865K
$20.4M
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
40.8K+ 65.82% |
$956K - $990K
|
103K
$2.42M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.7KNew |
$954K - $988K
|
40.7K
$959K
|
|
Feb 13, 2025
Q4 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
40.1K+ 5.54% |
$938K - $971K
|
763K
$18M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35.8K+ 68.76% |
$839K - $868K
|
87.9K
$2.07M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.6K+ 4.22% |
$717K - $742K
|
755K
$17.8M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
22.1K+ 7.18% |
$518K - $536K
|
330K
$7.77M
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
22.1K+ 13.25% |
$517K - $535K
|
189K
$4.44M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
19.9KNew |
$466K - $482K
|
19.9K
$468K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
19.2K+ 3.93% |
$450K - $466K
|
508K
$12M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
17.9K+ 9.27% |
$419K - $434K
|
211K
$4.97M
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
17.6KNew |
$413K - $428K
|
17.6K
$416K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.2K+ 34.31% |
$403K - $417K
|
67.3K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
16.2KNew |
$379K - $393K
|
16.2K
$381K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16KNew |
$375K - $388K
|
16K
$377K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.9K+ 23.3% |
$349K - $362K
|
79K
$1.86M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.1K+ 5.27% |
$330K - $341K
|
281K
$6.62M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
13.7K+ 4.89% |
$320K - $331K
|
293K
$6.9M
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.2KNew |
$309K - $320K
|
13.2K
$311K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$297K - $308K
|
12.7K
$299K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.3K+ 19.05% |
$288K - $299K
|
77K
$1.81M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.9K+ 3.26% |
$279K - $289K
|
377K
$8.88M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.8KNew |
$276K - $286K
|
11.8K
$278K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.1KNew |
$259K - $269K
|
11.1K
$261K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.7KNew |
$251K - $260K
|
10.7K
$252K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.5KNew |
$246K - $254K
|
10.5K
$247K
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$239K - $247K
|
10.2K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9.91KNew |
$232K - $240K
|
9.91K
$233K
|