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Get Institutions for : 
Invesco National AMT-Free Muni Bd ETF (PZA)  
$23.47 0.01 (0.04%) as of 4:30 Fri 5/24


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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
$22.11  
Last Quarter's Ending Price : 
$24.18  
Last Quarter's Average Price
$22.82  
Change from last quarter's     
avg. price to the last closing  : 
0.65 (2.85%)  




 
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: 
3-31-2022 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 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
   Wright Fund Managment LLC 16 - 2024-03-31 1,273,100 $30,338,000 0
   UMB BANK N A/MO 238 - 2024-03-31 86,701 $2,066,000 0
   FIDUCIARY TRUST CO 316 - 2024-03-31 50,000 $1,192,000 0
   Running Point Capital Advisors LLC 52 - 2024-03-31 25,257 $602,000 0
   Wiser Advisor Group LLC 29 - 2024-03-31 21,930 $523,000 0
   Belpointe Asset Management LLC 433 - 2024-03-31 21,156 $504,000 0
   TNB FINANCIAL 165 - 2024-03-31 16,600 $396,000 0
   BURNS WEALTH MANAGEMENT, INC. 402 - 2024-03-31 15,985 $381,000 0
   Tempus Wealth Planning LLC 147 - 2024-03-31 13,435 $320,000 0
   Addison Advisors LLC 146 - 2024-03-31 11,605 $277,000 0
   WARNER FINANCIAL INC 98 - 2024-03-31 11,336 $270,000 0
   BANK OF THE WEST 211 - 2022-12-31 9,990 $229,000 0
   American Institute for Advanced Investment Managem 122 - 2024-03-31 9,545 $227,000 0
   BARNES PETTEY FINANCIAL ADVISORS LLC 89 - 2024-03-31 8,890 $212,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 406 - 2024-03-31 8,393 $200,000 0
   Winthrop Capital Management LLC 64 - 2024-03-31 7,712 $184,000 0
   ANCORA ADVISORS, LLC 673 - 2024-03-31 7,382 $176,000 0
   Capital Investment Advisory Services LLC 516 - 2024-03-31 6,331 $151,000 0
   EverSource Wealth Advisors LLC 513 - 2024-03-31 6,100 $147,000 0
   CULLEN FROST BANKERS INC 586 - 2024-03-31 3,646 $87,000 0
   PARKSIDE FINANCIAL BANK & TRUST 580 - 2024-03-31 3,500 $83,000 0
   PROEQUITIES INC. 1130 - 2024-03-31 2,373 $57,000 0
   Steward Partners Investment Advisory LLC 2353 - 2024-03-31 1,162 $28,000 0
   WHITTIER TRUST CO OF NEVADA INC 802 - 2024-03-31 1,115 $27,000 0
   First PREMIER Bank 256 - 2024-03-31 1,000 $24,000 0
   FRANKLIN RESOURCES INC 2672 - 2024-03-31 1,000 $24,000 0
   BLAIR WILLIAM & CO/IL 1670 - 2024-03-31 820 $20,000 0
   Oakworth Capital Inc. 423 - 2024-03-31 700 $17,000 0
   AdvisorNet Financial Inc 1159 - 2024-03-31 616 $15,000 0
   Sound Income Strategies LLC 824 - 2024-03-31 281 $7,000 0
   CITIGROUP INC 4315 - 2024-03-31 300 $7,000 0
   SRS Capital Advisors Inc. 862 - 2024-03-31 236 $6,000 0
   TOWER RESEARCH CAPITAL LLC 4636 - 2024-03-31 200 $5,000 0
   Iron Horse Wealth Management LLC 315 - 2024-03-31 102 $2,000 0

  34 Records found
  1    
  Page 1 of 1
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