Latest Institutional Purchases of Invesco ETF Tr Ii N Y Amt Fre (PZT)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii N Y Amt Fre (PZT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
138KNew |
$2.91M - $3.08M
|
138K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.7K+ 43.63% |
$860K - $908K
|
134K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6KNew |
$518K - $548K
|
24.6K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.6K+ 10.91% |
$393K - $415K
|
189K
$4.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.7KNew |
$375K - $396K
|
17.7K
$398K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 11.12% |
$352K - $372K
|
167K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$267K - $282K
|
12.6K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 29.93% |
$232K - $245K
|
47.8K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Mustico Financial Group, Inc.
Elmira, NY |
BUY
|
- |
9.38KNew |
$198K - $209K
|
9.38K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
9.22KNew |
$195K - $206K
|
9.22K
$207K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.63K+ 44.81% |
$161K - $170K
|
24.6K
$553K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.38K+ 14.59% |
$135K - $142K
|
50.1K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.34K+ 51.37% |
$134K - $141K
|
18.7K
$419K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.16K+ 17.18% |
$130K - $137K
|
42K
$943K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.64K+ 11.86% |
$76.8K - $81.1K
|
34.3K
$770K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.55K+ 11.89% |
$75K - $79.2K
|
33.4K
$750K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.47K+ 1.48% |
$73.3K - $77.5K
|
238K
$5.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.83KNew |
$38.6K - $40.8K
|
1.83K
$41.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.74K+ 17.35% |
$36.8K - $38.8K
|
11.8K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
882+ 2.82% |
$18.6K - $19.7K
|
32.2K
$723K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
100+ 0.5% |
$2.11K - $2.23K
|
20.3K
$456K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.9K+ 51.82% |
$103K - $110K
|
14.4K
$322K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 50.0% |
$42.2K - $44.9K
|
6K
$135K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
516+ 91.65% |
$10.9K - $11.6K
|
1.08K
$24.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.5KNew |
$232K - $242K
|
10.5K
$236K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.99KNew |
$113K - $117K
|
4.99K
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.38K+ 26.76% |
$99K - $103K
|
20.8K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56+ 0.52% |
$1.26K - $1.31K
|
10.9K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.74% |
$67.7 - $70.4
|
407
$9.14K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13KNew |
$299K - $306K
|
13K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
338New |
$7.77K - $7.95K
|
338
$7.59K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
29.5KNew |
$671K - $691K
|
29.5K
$663K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.3KNew |
$234K - $241K
|
10.3K
$232K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693New |
$15.7K - $16.2K
|
693
$15.6K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.8KNew |
$217K - $226K
|
9.8K
$220K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.39KNew |
$97.2K - $101K
|
4.39K
$98.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 33.26% |
$45.1K - $46.9K
|
8.15K
$183K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
892+ 8.49% |
$19.8K - $20.6K
|
11.4K
$256K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
18.6KNew |
$409K - $429K
|
18.6K
$417K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
16.6KNew |
$366K - $384K
|
16.6K
$373K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.8KNew |
$216K - $226K
|
9.8K
$220K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.88KNew |
$196K - $205K
|
8.88K
$199K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3KNew |
$235K - $255K
|
11.3K
$254K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.85KNew |
$205K - $222K
|
9.85K
$221K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$24.9K - $27.1K
|
1.2K
$26.9K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.12KNew |
$23.2K - $25.2K
|
1.12K
$25K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.37K+ 610.61% |
$93.2K - $102K
|
5.09K
$114K
|
|
| Q2 2022 | |||||||
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
29.9KNew |
$659K - $713K
|
29.9K
$671K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
665+ 7.53% |
$14.6K - $15.9K
|
9.5K
$213K
|
|