A detailed history of Pensionmark Financial Group, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 37,633 shares of PZA stock, worth $876,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,633
Previous 32,511 15.75%
Holding current value
$876,096
Previous $727,000 19.39%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$21.89 - $23.17 $112,120 - $118,676
5,122 Added 15.75%
37,633 $868,000
Q2 2025

Aug 04, 2025

BUY
$22.18 - $23.36 $721,093 - $759,456
32,511 New
32,511 $727,000
Q3 2024

Nov 14, 2024

BUY
$23.57 - $24.19 $1.12 Million - $1.15 Million
47,642 New
47,642 $1.15 Million

Others Institutions Holding PZA

About INVESCO ETF TR II NATL AMT-FRE


  • Ticker PZA
  • Sector ETFs
  • Industry ETFs
More about PZA
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.