Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
79K+ 14.93% |
$1.83M - $1.85M
|
608K
$14.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
57.6K+ 181.17% |
$1.33M - $1.35M
|
89.4K
$2.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13KNew |
$301K - $305K
|
13K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Melone Private Wealth, LLC
|
BUY
|
- |
9.79KNew |
$226K - $229K
|
9.79K
$228K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.63K+ 25.9% |
$130K - $132K
|
27.4K
$637K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.1K+ 17.77% |
$94.7K - $95.9K
|
27.2K
$632K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.72K+ 2.0% |
$86K - $87.1K
|
190K
$4.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 4.9% |
$51.3K - $52K
|
47.5K
$1.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27K+ 9.94% |
$29.5K - $29.8K
|
14.1K
$328K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.04K+ 4.18% |
$24.1K - $24.4K
|
26K
$605K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
820+ 2.62% |
$19K - $19.2K
|
32.2K
$749K
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
648+ 5.2% |
$15K - $15.2K
|
13.1K
$305K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
163+ 1.57% |
$3.77K - $3.82K
|
10.5K
$245K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
140+ 1.15% |
$3.24K - $3.28K
|
12.3K
$286K
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
86+ 0.95% |
$1.99K - $2.01K
|
9.14K
$213K
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
12+ 0.04% |
$277 - $281
|
27.9K
$649K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9New |
$208 - $211
|
9
$210
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.1% |
$162 - $164
|
6.91K
$161K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1New |
$23.1 - $23.4
|
1
$23.3
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-20- 0.22% |
$462 - $468
|
9.18K
$214K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-47- 0.36% |
$1.09K - $1.1K
|
13K
$302K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98- 0.45% |
$2.27K - $2.29K
|
21.5K
$500K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-310- 7.77% |
$7.17K - $7.26K
|
3.68K
$85.7K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-406- 0.17% |
$9.39K - $9.5K
|
244K
$5.68M
|
|
|
Jan 21, 2026
Q4 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-495- 1.9% |
$11.4K - $11.6K
|
25.5K
$594K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-518- 17.93% |
$12K - $12.1K
|
2.37K
$55.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-540- 3.09% |
$12.5K - $12.6K
|
17K
$395K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-719- 0.2% |
$16.6K - $16.8K
|
356K
$8.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-803- 3.79% |
$18.6K - $18.8K
|
20.4K
$474K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-864- 1.0% |
$20K - $20.2K
|
85.9K
$2M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.55K- 14.19% |
$35.7K - $36.2K
|
9.35K
$218K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.83K- 12.84% |
$42.2K - $42.7K
|
12.4K
$288K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.2K- 2.26% |
$50.8K - $51.5K
|
95.2K
$2.22M
|
|
|
Jan 15, 2026
Q4 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
SELL
|
- |
-5.3K- 5.34% |
$122K - $124K
|
93.9K
$2.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.8K- 3.53% |
$180K - $183K
|
213K
$4.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.85K- 29.28% |
$182K - $184K
|
19K
$442K
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-14.4K- 94.1% |
$333K - $337K
|
904
$21K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25.4K- 10.33% |
$588K - $595K
|
221K
$5.14M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-49.9K- 86.46% |
$1.15M - $1.17M
|
7.82K
$182K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.5K- 41.67% |
$1.44M - $1.46M
|
87.5K
$2.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-82.3K- 24.99% |
$1.9M - $1.93M
|
247K
$5.75M
|
|