Latest Institutional Transactions on Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
13.7K+ 89.01% |
$303K - $319K
|
29K
$675K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 31.84% |
$245K - $258K
|
23.7K
$551K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
86.5K+ 549.26% |
$1.92M - $2.02M
|
102K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87+ 85.29% |
$1.93K - $2.03K
|
189
$4.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.35K- 4.93% |
$29.9K - $31.5K
|
26K
$606K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.94KNew |
$42.9K - $45.2K
|
1.94K
$45K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
58.6KNew |
$1.3M - $1.37M
|
58.6K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
682+ 10.97% |
$15.1K - $15.9K
|
6.9K
$161K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-130- 1.29% |
$2.88K - $3.04K
|
9.96K
$232K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.3K- 99.41% |
$274K - $288K
|
73
$1.7K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273New |
$6.23K - $6.48K
|
273
$6.36K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-433- 2.53% |
$9.89K - $10.3K
|
16.7K
$388K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$44.5K - $46.3K
|
1.95K
$45.4K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.1K- 28.85% |
$93.6K - $97.4K
|
10.1K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
207K+ 220.98% |
$4.72M - $4.91M
|
300K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-507K- 91.67% |
$11.6M - $12M
|
46.1K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
709+ 2.83% |
$16.2K - $16.8K
|
25.8K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$22.8 - $23.8
|
1
$23.3
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.49K- 19.47% |
$34K - $35.4K
|
6.16K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.89K- 3.25% |
$157K - $164K
|
205K
$4.77M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18.3K+ 51.71% |
$418K - $435K
|
53.7K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.64KNew |
$106K - $110K
|
4.64K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.8K- 14.23% |
$63.9K - $66.5K
|
16.9K
$393K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$22.8K - $23.8K
|
1K
$23.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
28.3K+ 13.41% |
$646K - $672K
|
239K
$5.57M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$497K - $517K
|
21.8K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
166+ 1.73% |
$3.79K - $3.94K
|
9.74K
$227K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-6K- 92.31% |
$137K - $143K
|
500
$11.6K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$239K - $248K
|
10.5K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
5.4KNew |
$123K - $128K
|
5.4K
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 3.14% |
$69.7K - $72.5K
|
100K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.39KNew |
$54.5K - $56.7K
|
2.39K
$55.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.37K+ 17.58% |
$99.7K - $104K
|
29.2K
$680K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.91KNew |
$203K - $212K
|
8.91K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$94.6K - $98.4K
|
4.15K
$96.5K
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.25K+ 95.37% |
$217K - $224K
|
19K
$441K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.11K+ 8.12% |
$26K - $27K
|
14.8K
$345K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10.4KNew |
$244K - $253K
|
10.4K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
2.5KNew |
$58.6K - $60.6K
|
2.5K
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 72.24% |
$4.15K - $4.29K
|
68
$1.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$297K - $308K
|
12.7K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.58K+ 20.98% |
$83.9K - $86.9K
|
20.7K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.74KNew |
$205K - $212K
|
8.74K
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$239K - $247K
|
10.2K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.7KNew |
$251K - $260K
|
10.7K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 52.98% |
$271K - $281K
|
10.3K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
349KNew |
$8.18M - $8.47M
|
349K
$8.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-209- 1.86% |
$4.89K - $5.07K
|
11.1K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.79K- 18.03% |
$88.7K - $91.8K
|
17.2K
$401K
|
|