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 251 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$23,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$23,380
0.01% of portfolio
|
Q3 2022
Reduced 70.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
961
shares
|
$22,468
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
947
shares
|
$22,140
0.98% of portfolio
|
Q3 2025
Added 1516.79%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
772
shares
|
$18,049
0.0% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
686
shares
|
$16,038
0.0% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
616
shares
|
$14,402
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
549
shares
|
$12,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
509
shares
|
$11,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
502
shares
|
$11,736
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
258
shares
|
$6,032
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
189
shares
|
$4,418
0.0% of portfolio
|
Q2 2025
Added 85.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
182
shares
|
$4,255
0.0% of portfolio
|
Q3 2025
Added 87.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
166
shares
|
$3,881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
160
shares
|
$3,740
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
106
shares
|
$2,478
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
92
shares
|
$2,150
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
73
shares
|
$1,706
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
68
shares
|
$1,589
0.0% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
23
shares
|
$537
0.0% of portfolio
|
Q3 2024
Reduced 95.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3
shares
|
$70
0.0% of portfolio
|
Q2 2025
Reduced 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|