Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,924 shares of PZA stock, worth $44,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,924

Previous 2,237 13.99%

Holding current value

$44,790

Previous $50,000 12.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$21.89 - $23.17 $6,851 - $7,252	-313 Reduced 13.99%	1,924 $44,000
Q2 2025 Aug 13, 2025	SELL	$22.18 - $23.36 $140,976 - $148,476	-6,356 Reduced 73.97%	2,237 $50,000
Q1 2025 May 13, 2025	BUY	$22.83 - $23.75 $1,050 - $1,092	46 Added 0.54%	8,593 $197,000
Q4 2024 Feb 07, 2025	SELL	$23.42 - $24.25 $24,473 - $25,341	-1,045 Reduced 10.89%	8,547 $201,000
Q3 2024 Nov 08, 2024	BUY	$23.57 - $24.19 $3,606 - $3,701	153 Added 1.62%	9,592 $231,000

Q2 2024 Aug 13, 2024	BUY	$23.33 - $23.97 $12,434 - $12,776	533 Added 5.98%	9,439 $223,000
Q1 2024 Jun 11, 2024	BUY	$23.73 - $24.28 $66,586 - $68,129	2,806 Added 46.0%	8,906 $212,000
Q4 2023 Feb 09, 2024	BUY	$21.73 - $24.25 $132,553 - $147,925	6,100 New	6,100 $147,000

Others Institutions Holding PZA

# of Institutions

281

Shares Held

102M

Call Options Held

705K

Put Options Held

View Full List

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

More about PZA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History