Latest Institutional Purchases of Invesco ETF Tr Ii Natl Amt Fre (PZA)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Natl Amt Fre (PZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
86.5K+ 549.26% |
$1.92M - $2.02M
|
102K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
75.7K+ 5.21% |
$1.68M - $1.77M
|
1.53M
$35.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
58.6KNew |
$1.3M - $1.37M
|
58.6K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
30.6KNew |
$679K - $715K
|
30.6K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.2KNew |
$580K - $611K
|
26.2K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.2KNew |
$403K - $424K
|
18.2K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.1K+ 31.01% |
$379K - $399K
|
72.2K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
13.7K+ 89.01% |
$303K - $319K
|
29K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.7KNew |
$282K - $297K
|
12.7K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.4K+ 196.73% |
$276K - $291K
|
18.8K
$437K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$248K - $261K
|
11.2K
$260K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3KNew |
$229K - $241K
|
10.3K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2KNew |
$225K - $237K
|
10.2K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.57K+ 85.51% |
$190K - $200K
|
18.6K
$433K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5KNew |
$55.5K - $58.4K
|
2.5K
$58.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
1.94KNew |
$42.9K - $45.2K
|
1.94K
$45K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.72K+ 3.56% |
$38.1K - $40.2K
|
50K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
509New |
$11.3K - $11.9K
|
509
$11.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
87+ 85.29% |
$1.93K - $2.03K
|
189
$4.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 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 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
18.3K+ 51.71% |
$418K - $435K
|
53.7K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5KNew |
$239K - $248K
|
10.5K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
8.91KNew |
$203K - $212K
|
8.91K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
5.4KNew |
$123K - $128K
|
5.4K
$126K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
4.64KNew |
$106K - $110K
|
4.64K
$108K
|
|
|
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
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
4.15KNew |
$94.6K - $98.4K
|
4.15K
$96.5K
|
|
|
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
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$44.5K - $46.3K
|
1.95K
$45.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1KNew |
$22.8K - $23.8K
|
1K
$23.3K
|
|
|
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 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
273New |
$6.23K - $6.48K
|
273
$6.36K
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
166+ 1.73% |
$3.79K - $3.94K
|
9.74K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$22.8 - $23.8
|
1
$23.3
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
349KNew |
$8.18M - $8.47M
|
349K
$8.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$297K - $308K
|
12.7K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
10.7KNew |
$251K - $260K
|
10.7K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10.5KNew |
$246K - $254K
|
10.5K
$244K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
10.4KNew |
$244K - $253K
|
10.4K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.2KNew |
$239K - $247K
|
10.2K
$237K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
9.25K+ 95.37% |
$217K - $224K
|
19K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.2KNew |
$215K - $223K
|
9.2K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
8.74KNew |
$205K - $212K
|
8.74K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.58K+ 20.98% |
$83.9K - $86.9K
|
20.7K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
2.5KNew |
$58.6K - $60.6K
|
2.5K
$58.2K
|
|