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 238 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
47,819,738
shares
|
$1.06 Billion
0.09% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,700,049
shares
|
$82.3 Million
1.59% of portfolio
|
Q1 2025
Added 36.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,944,244
shares
|
$65.5 Million
0.01% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,231,921
shares
|
$49.7 Million
0.02% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,124,542
shares
|
$47.3 Million
0.01% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,979,764
shares
|
$44 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,618,171
shares
|
$36 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,452,311
shares
|
$32.3 Million
0.28% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
1,275,986
shares
|
$28.4 Million
0.01% of portfolio
|
Q1 2025
Added 240.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,167,582
shares
|
$26 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
985,215
shares
|
$21.9 Million
1.91% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
973,391
shares
|
$21.7 Million
0.0% of portfolio
|
Q1 2025
Added 88.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
906,842
shares
|
$20.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
827,357
shares
|
$18.4 Million
0.4% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
787,564
shares
|
$17.5 Million
0.68% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
785,365
shares
|
$17.5 Million
0.63% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
764,916
shares
|
$17 Million
0.02% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
693,342
shares
|
$15.4 Million
0.25% of portfolio
|
Q1 2025
Added 22.83%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
655,675
shares
|
$14.6 Million
4.62% of portfolio
|
Q1 2025
Added 210.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
579,379
shares
|
$12.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
518,168
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Added 13.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
516,983
shares
|
$11.5 Million
0.0% of portfolio
|
Q1 2025
Added 3380.43%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
470,189
shares
|
$10.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
463,054
shares
|
$10.3 Million
0.48% of portfolio
|
Q1 2025
Added 21.62%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
455,220
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.75%
|