Institutional Ownership 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). We have compiled data on the 209 institutions that hold shares in the stock, with a total of 76.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
39,759,631
shares
|
$931 Million
0.09% of portfolio
|
Q1 2024
Added 3.34%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,160,517
shares
|
$74 Million
0.02% of portfolio
|
Q1 2024
Added 15.33%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
2,200,512
shares
|
$51.5 Million
1.19% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,027,571
shares
|
$47.5 Million
0.0% of portfolio
|
Q1 2024
Added 2.35%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,756,048
shares
|
$41.1 Million
0.01% of portfolio
|
Q1 2024
Added 3.97%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,708,986
shares
|
$40 Million
0.02% of portfolio
|
Q1 2024
Added 4.51%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
1,589,389
shares
|
$37.2 Million
3.1% of portfolio
|
Q1 2024
Added 9.37%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,549,480
shares
|
$36.3 Million
0.01% of portfolio
|
Q1 2024
Added 16.62%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,495,870
shares
|
$35 Million
0.02% of portfolio
|
Q1 2024
Added 12.82%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
1,273,100
shares
|
$29.8 Million
1.43% of portfolio
|
Q4 2023
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
1,265,248
shares
|
$29.6 Million
0.36% of portfolio
|
Q1 2024
Added 2.48%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
876,661
shares
|
$20.5 Million
1.01% of portfolio
|
Q1 2024
Added 16.36%
|
|
1900 Wealth Management LLC
|
Apr 24, 2024 Q1 2024 |
852,161
shares
|
$19.9 Million
1.93% of portfolio
|
Q1 2024
Added 7.65%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
774,620
shares
|
$18.1 Million
0.02% of portfolio
|
Q1 2024
Reduced 38.08%
|
|
Goodman Advisory Group, LLC
|
May 15, 2024 Q1 2024 |
760,321
shares
|
$17.8 Million
5.78% of portfolio
|
Q1 2024
Reduced 22.94%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
720,524
shares
|
$16.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.88%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
613,712
shares
|
$14.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 26.93%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
584,296
shares
|
$13.7 Million
0.23% of portfolio
|
Q1 2024
Added 570.28%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
521,466
shares
|
$12.2 Million
0.05% of portfolio
|
Q1 2024
Added 16.26%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
498,043
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
488,655
shares
|
$11.4 Million
1.04% of portfolio
|
Q1 2024
Added 47.45%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
481,023
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2024
Added 110.21%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
478,946
shares
|
$11.2 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.73%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
455,253
shares
|
$10.7 Million
0.28% of portfolio
|
Q1 2024
Added 55.65%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
368,744
shares
|
$8.63 Million
0.14% of portfolio
|
Q2 2023
Added 109.44%
|