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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
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3474 *Closed 2024-03-31 0 $0 -47,226
   Planned Solutions Inc. 186 *Closed 2024-03-31 0 $0 -96
   FIFTH THIRD BANCORP 2324 *Closed 2024-03-31 0 $0 -1,831
   SHEETS SMITH & ASSOCIATES INC 400 *Closed 2024-03-31 0 $0 -3,500
   Integrated Advisors Network LLC 703 *Closed 2024-03-31 0 $0 -202,725
   Meridian Wealth Management LLC 322 *Closed 2024-03-31 0 $0 -9,300
   COUNTRY TRUST BANK 340 *Closed 2024-03-31 0 $0 -399
   AlphaStar Capital Management LLC 297 *Closed 2024-03-31 0 $0 -31,791
   BANK OF MONTREAL /CAN/ 3496 *Closed 2024-03-31 0 $0 -9,990
   AE Wealth Management LLC 1503 *Closed 2024-03-31 0 $0 -41,394
   Global Wealth Management Investment Advisory Inc. 234 *Closed 2024-03-31 0 $0 -54
   AlphaQ Advisors LLC 168 *Closed 2024-03-31 0 $0 -10,667
   Revisor Wealth Management LLC 195 *Closed 2024-03-31 0 $0 -29,956
   Ronald Blue Trust Inc. 2402 *Closed 2024-03-31 0 $0 -2,036
   Arlington Financial Advisors LLC 84 *Closed 2024-03-31 0 $0 -10,952
   JONES FINANCIAL COMPANIES LLLP 1405 *Closed 2024-03-31 0 $0 -881
   Annapolis Financial Services LLC 446 *Closed 2024-03-31 0 $0 -638
   ODell Group LLC 363 *Closed 2024-03-31 0 $0 -1
   Geneos Wealth Management Inc. 2190 *Closed 2024-03-31 0 $0 -2,126
   ADVISOR PARTNERS II LLC 1303 *Closed 2023-09-30 0 $0 -26,455
   GRADIENT INVESTMENTS LLC 1864 *Closed 2024-03-31 0 $0 -128
   KWMG LLC 135 *Closed 2024-03-31 0 $0 -10,369
   GLOBALT Investments LLC / GA 210 *Closed 2024-03-31 0 $0 -19,400
   Aurum Wealth Management Group LLC 383 *Closed 2024-03-31 0 $0 -17,900
   MRP Capital Investments LLC 105 *Closed 2024-03-31 0 $0 -18,236
   Encompass More Asset Management 107 *Closed 2024-03-31 0 $0 -58,579
   Lowe fs LLC 320 *Closed 2024-03-31 0 $0 -50
  27 Records found
  1    
  Page 1 of 1
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