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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338New |
$7.92K - $8.2K
|
338
$7.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
200+ 1.84% |
$4.68K - $4.85K
|
11.1K
$261K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 15.38% |
$4.68K - $4.85K
|
1.5K
$35.3K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.8% |
$2.32K - $2.4K
|
12.4K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
80+ 0.64% |
$1.87K - $1.94K
|
12.5K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.58% |
$1.57K - $1.62K
|
4.3K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 0.29% |
$1.19K - $1.24K
|
17.6K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37New |
$867 - $897
|
37
$871
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.79% |
$281 - $291
|
1.54K
$36.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.03% |
$234 - $243
|
31K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$24.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.16% |
$1.43K - $1.48K
|
38.4K
$905K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 0.03% |
$1.64K - $1.7K
|
212K
$4.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 0.64% |
$1.99K - $2.06K
|
13.1K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-86- 6.04% |
$2.01K - $2.09K
|
1.34K
$31.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-101- 0.1% |
$2.37K - $2.45K
|
104K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-169- 2.22% |
$3.96K - $4.1K
|
7.44K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 72.24% |
$4.15K - $4.29K
|
68
$1.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-209- 1.86% |
$4.89K - $5.07K
|
11.1K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-215- 0.97% |
$5.04K - $5.21K
|
22K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-291- 0.08% |
$6.82K - $7.06K
|
381K
$8.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-324- 1.72% |
$7.59K - $7.86K
|
18.6K
$437K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-330- 1.43% |
$7.73K - $8K
|
22.8K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-498- 2.96% |
$11.7K - $12.1K
|
16.3K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 2.72% |
$11.7K - $12.1K
|
17.8K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 2.3% |
$12.3K - $12.8K
|
22.4K
$528K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-617- 1.39% |
$14.5K - $15K
|
43.8K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-640- 3.59% |
$15K - $15.5K
|
17.2K
$405K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-691- 3.22% |
$16.2K - $16.8K
|
20.8K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 20.36% |
$17.1K - $17.7K
|
2.86K
$67.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-815- 0.62% |
$19.1K - $19.8K
|
131K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-910- 2.46% |
$21.3K - $22.1K
|
36.1K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.03K- 0.2% |
$24.1K - $24.9K
|
500K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 10.89% |
$24.5K - $25.3K
|
8.55K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 1.22% |
$24.6K - $25.5K
|
85.3K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.88% |
$25.2K - $26.1K
|
36.3K
$856K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.08K- 37.54% |
$25.4K - $26.3K
|
1.8K
$42.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$25.4K - $26.3K
|
43.5K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.13K- 5.19% |
$26.5K - $27.4K
|
20.6K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.27K- 34.91% |
$29.8K - $30.9K
|
2.37K
$55.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.42K- 4.67% |
$33.2K - $34.4K
|
28.9K
$681K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.78K- 20.52% |
$41.6K - $43.1K
|
6.88K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 4.94% |
$44K - $45.5K
|
36.1K
$851K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.96K- 13.95% |
$45.9K - $47.5K
|
12.1K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29K- 11.42% |
$53.7K - $55.6K
|
17.8K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.11K- 24.12% |
$72.7K - $75.3K
|
9.77K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.13K- 4.73% |
$73.4K - $76K
|
63.2K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.37K- 13.56% |
$78.9K - $81.6K
|
21.5K
$506K
|