Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.24K+ 22.89% |
$52.4K - $54.3K
|
12K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.21KNew |
$51.7K - $53.5K
|
2.21K
$52.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.64K+ 2.38% |
$38.5K - $39.8K
|
70.6K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.3K+ 11.24% |
$30.4K - $31.5K
|
12.9K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$27.7K - $28.7K
|
33.7K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1K+ 10.48% |
$23.4K - $24.3K
|
10.5K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
731+ 1.36% |
$17.1K - $17.7K
|
54.7K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
716+ 2.94% |
$16.8K - $17.4K
|
25.1K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
654+ 0.56% |
$15.3K - $15.9K
|
118K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
596+ 6.95% |
$14K - $14.5K
|
9.18K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
549New |
$12.9K - $13.3K
|
549
$13K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500+ 8.33% |
$11.7K - $12.1K
|
6.5K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
454New |
$10.6K - $11K
|
454
$10.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
338New |
$7.92K - $8.2K
|
338
$7.98K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 15.38% |
$4.68K - $4.85K
|
1.5K
$35.4K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
99+ 0.8% |
$2.32K - $2.4K
|
12.4K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
80+ 0.64% |
$1.87K - $1.94K
|
12.5K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.58% |
$1.57K - $1.62K
|
4.3K
$102K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
51+ 0.29% |
$1.19K - $1.24K
|
17.6K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10+ 0.03% |
$234 - $243
|
31K
$732K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 0.76% |
$187 - $194
|
1.06K
$25K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.76% |
$117 - $121
|
660
$15.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61- 0.16% |
$1.43K - $1.48K
|
38.4K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-70- 0.03% |
$1.64K - $1.7K
|
212K
$5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-85- 0.64% |
$1.99K - $2.06K
|
13.1K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-86- 6.04% |
$2.01K - $2.09K
|
1.34K
$31.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-169- 2.22% |
$3.96K - $4.1K
|
7.44K
$176K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-209- 1.86% |
$4.89K - $5.07K
|
11.1K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-324- 1.72% |
$7.59K - $7.86K
|
18.6K
$439K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-330- 1.43% |
$7.73K - $8K
|
22.8K
$539K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-498- 2.72% |
$11.7K - $12.1K
|
17.8K
$421K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-498- 2.96% |
$11.7K - $12.1K
|
16.3K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-527- 2.3% |
$12.3K - $12.8K
|
22.4K
$530K
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-617- 1.39% |
$14.5K - $15K
|
43.8K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-640- 3.59% |
$15K - $15.5K
|
17.2K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-691- 3.22% |
$16.2K - $16.8K
|
20.8K
$491K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 20.36% |
$17.1K - $17.7K
|
2.86K
$67.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-815- 0.62% |
$19.1K - $19.8K
|
131K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-910- 2.46% |
$21.3K - $22.1K
|
36.1K
$853K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 10.89% |
$24.5K - $25.3K
|
8.55K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.05K- 1.22% |
$24.6K - $25.5K
|
85.3K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 2.88% |
$25.2K - $26.1K
|
36.3K
$858K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.08K- 37.54% |
$25.4K - $26.3K
|
1.8K
$42.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.09K- 2.43% |
$25.4K - $26.3K
|
43.5K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.13K- 5.19% |
$26.5K - $27.4K
|
20.6K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.27K- 34.91% |
$29.8K - $30.9K
|
2.37K
$56.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.42K- 4.67% |
$33.2K - $34.4K
|
28.9K
$683K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.78K- 20.52% |
$41.6K - $43.1K
|
6.88K
$163K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 4.94% |
$44K - $45.5K
|
36.1K
$854K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-1.96K- 13.95% |
$45.9K - $47.5K
|
12.1K
$285K
|