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Get Institutions for : 
Invesco National AMT-Free Muni Bd ETF (PZA)  
$23.64 0.13 (0.55%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 189    2
Total shares held : 
 68,521,289  
% of shares held : 
 86.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 6,734,705  
% of shares held change : 
   8.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $24.18  
Last Quarter's Ending Price : 
 $23.83  
Last Quarter's Average Price : 
 $23.94  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (1.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 1,886,732
 2.75%
 
Increased Positions :
65
 9,298,385
 13.57%
 
Unchanged Positions :
38
 478,577
 0.7%
 
Decreased Positions :
61
-2,573,887
-3.76%
 
Closed Positions :
27
-1,876,525
-2.74%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 24 *New 2024-03-31 2,200,512 $52,438,000 2,200,512
   Stewardship Advisors LLC 14 *New 2024-03-31 254,118 $6,056,000 254,118
   WARREN AVERETT ASSET MANAGEMENT, LLC 297 *New 2024-03-31 65,571 $1,563,000 65,571
   FLOW TRADERS U.S. LLC 307 *New 2024-03-31 42,638 $1,016,000 42,638
   MidWestOne Financial Group Inc. 173 *New 2024-03-31 33,000 $786,000 33,000
   Main Street Financial Solutions LLC 314 *New 2024-03-31 19,720 $470,000 19,720
   Bernardo Wealth Planning LLC 63 *New 2024-03-31 19,304 $460,000 19,304
   COURIER CAPITAL CORP 259 *New 2024-03-31 17,948 $428,000 17,948
   Vectors Research Management LLC 106 *New 2024-03-31 17,948 $428,000 17,948
   STEWARD PARTNERS INVESTMENT SOLUTIONS LLC 179 *New 2024-03-31 16,686 $398,000 16,686
   Francis Financial Inc. 47 *New 2024-03-31 16,438 $392,000 16,438
   NewEdge Wealth LLC 629 *New 2024-03-31 15,189 $357,000 15,189
   Werba Rubin Papier Wealth Management 101 *New 2024-03-31 13,274 $316,000 13,274
   DAYMARK WEALTH PARTNERS LLC 385 *New 2024-03-31 9,990 $238,000 9,990
   FINANCIAL COUNSELORS INC 541 *New 2024-03-31 9,311 $222,000 9,311
   OLD MISSION CAPITAL LLC 777 *New 2024-03-31 9,034 $215,000 9,034
   FIRST TRUST ADVISORS LP 2276 *New 2024-03-31 8,507 $203,000 8,507
   Goodwin Investment Advisory 39 *New 2024-03-31 5,311 $127,000 5,311
   Atlantic Trust Group LLC 1763 *New 2024-03-31 1,676 $40,000 1,676
   CAPRIN ASSET MANAGEMENT LLC /ADV 20 *New 2022-12-31 1,590 $36,000 1,590
   BAYSTATE WEALTH MANAGEMENT LLC 680 *New 2023-12-31 502 $12,000 502
   Versant Capital Management Inc 970 *New 2024-03-31 258 $6,000 258
   Coppell Advisory Solutions LLC 1096 *New 2023-12-31 195 $5,000 195
   BNP PARIBAS ARBITRAGE SA 3162 *New 2024-03-31 6 $0 6
  24 Records found
  1    
  Page 1 of 1
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