Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-7.11K- 16.13% |
$154K - $167K
|
36.9K
$873K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.63K- 52.94% |
$165K - $180K
|
6.78K
$160K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.15K- 12.47% |
$177K - $192K
|
57.2K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11.3K- 18.76% |
$245K - $266K
|
48.9K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-13.2K- 61.03% |
$287K - $312K
|
8.45K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.4K- 19.65% |
$290K - $315K
|
54.7K
$1.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.4K- 57.16% |
$291K - $316K
|
10K
$237K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 35.82% |
$291K - $316K
|
24K
$567K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-13.7K- 37.79% |
$296K - $322K
|
22.5K
$531K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.3K- 27.03% |
$310K - $336K
|
38.5K
$910K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.1K- 7.96% |
$327K - $355K
|
174K
$4.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 50.34% |
$336K - $365K
|
15.3K
$361K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-16.4K- 56.07% |
$357K - $387K
|
12.9K
$304K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.6K- 2.52% |
$361K - $392K
|
644K
$15.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.5K- 7.81% |
$379K - $412K
|
206K
$4.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-18K- 60.39% |
$391K - $424K
|
11.8K
$279K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.6K- 31.4% |
$404K - $438K
|
40.6K
$960K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-19K- 17.84% |
$412K - $448K
|
87.6K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.8K- 65.21% |
$429K - $466K
|
10.6K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 2.28% |
$455K - $494K
|
900K
$21.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.1K- 52.92% |
$522K - $566K
|
21.4K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.4K- 33.67% |
$550K - $597K
|
50K
$1.18M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-30.1K- 33.04% |
$653K - $709K
|
61K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-37.9K- 32.77% |
$823K - $893K
|
77.8K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-38K- 7.21% |
$823K - $894K
|
488K
$11.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-41.8K- 13.09% |
$906K - $984K
|
277K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-43.8K- 30.07% |
$950K - $1.03M
|
102K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45K- 28.48% |
$976K - $1.06M
|
113K
$2.67M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48.6K- 52.59% |
$1.05M - $1.14M
|
43.8K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.8K- 38.83% |
$1.1M - $1.2M
|
80K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 7.54% |
$1.19M - $1.29M
|
670K
$15.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-58.5K- 80.66% |
$1.27M - $1.38M
|
14K
$331K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-59K- 85.61% |
$1.28M - $1.39M
|
9.92K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-60.3K- 16.86% |
$1.31M - $1.42M
|
298K
$7.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-73K- 77.19% |
$1.58M - $1.72M
|
21.6K
$510K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-78.8K- 56.71% |
$1.71M - $1.86M
|
60.2K
$1.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-89K- 23.12% |
$1.93M - $2.1M
|
296K
$6.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-102K- 30.78% |
$2.21M - $2.4M
|
230K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-107K- 53.9% |
$2.33M - $2.52M
|
91.7K
$2.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-132K- 94.17% |
$2.87M - $3.12M
|
8.19K
$193K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-168K- 5.44% |
$3.65M - $3.97M
|
2.93M
$69.2M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-203K- 84.78% |
$4.39M - $4.77M
|
36.4K
$859K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-214K- 73.95% |
$4.63M - $5.03M
|
75.3K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-236K- 33.57% |
$5.11M - $5.55M
|
467K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-274K- 15.43% |
$5.94M - $6.45M
|
1.5M
$35.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-324K- 14.16% |
$7.02M - $7.62M
|
1.96M
$46.3M
|