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 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29K- 11.42% |
$53.7K - $55.6K
|
17.8K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.11K- 24.12% |
$72.7K - $75.3K
|
9.77K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.13K- 4.73% |
$73.4K - $76K
|
63.2K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.37K- 13.56% |
$78.9K - $81.6K
|
21.5K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.44K- 59.26% |
$80.5K - $83.3K
|
2.36K
$55.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.51K- 7.75% |
$82.2K - $85.1K
|
41.8K
$988K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-3.79K- 18.03% |
$88.7K - $91.8K
|
17.2K
$407K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.88K- 1.15% |
$90.9K - $94.1K
|
333K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.91K- 1.17% |
$91.5K - $94.8K
|
331K
$7.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.68K- 1.47% |
$110K - $114K
|
313K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.8K- 73.03% |
$112K - $116K
|
1.77K
$41.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-6.33K- 9.69% |
$148K - $154K
|
59.1K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.27K- 12.35% |
$170K - $176K
|
51.6K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.52K- 7.53% |
$176K - $182K
|
92.4K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-9.84K- 22.49% |
$230K - $239K
|
33.9K
$801K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.6K- 52.98% |
$271K - $281K
|
10.3K
$243K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.4K- 3.67% |
$384K - $397K
|
430K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.8K- 14.38% |
$439K - $455K
|
112K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 23.4% |
$499K - $517K
|
69.7K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-23.1K- 9.37% |
$540K - $559K
|
223K
$5.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-26K- 6.57% |
$609K - $630K
|
370K
$8.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-26.4K- 41.72% |
$619K - $641K
|
36.9K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-31.3K- 67.46% |
$733K - $759K
|
15.1K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-36.6K- 2.99% |
$857K - $888K
|
1.19M
$28M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-41.3K- 6.82% |
$968K - $1M
|
564K
$13.3M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-110K- 72.84% |
$2.57M - $2.66M
|
40.9K
$966K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-119K- 16.01% |
$2.78M - $2.88M
|
622K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-120K- 56.15% |
$2.81M - $2.91M
|
93.6K
$2.21M
|