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 248 institutions that hold shares in the stock, with a total of 90.3 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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
686
shares
|
$15,208
0.0% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
616
shares
|
$13,656
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
549
shares
|
$12,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
509
shares
|
$11,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
502
shares
|
$11,129
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
374
shares
|
$8,291
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
349
shares
|
$7,737
0.0% of portfolio
|
Q2 2025
Reduced 59.09%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
258
shares
|
$5,719
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
257
shares
|
$5,697
0.0% of portfolio
|
Q2 2025
Reduced 82.96%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
189
shares
|
$4,190
0.0% of portfolio
|
Q2 2025
Added 85.29%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
166
shares
|
$3,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
160
shares
|
$3,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
73
shares
|
$1,618
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
68
shares
|
$1,507
0.0% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
23
shares
|
$509
0.0% of portfolio
|
Q3 2024
Reduced 95.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
18
shares
|
$399
0.0% of portfolio
|
Q1 2025
Reduced 51.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|