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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
137,381
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
135,752
shares
|
$3.02 Million
0.85% of portfolio
|
Q1 2025
Added 32.01%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
135,543
shares
|
$3.02 Million
0.0% of portfolio
|
Q1 2025
Added 1272.03%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
135,125
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Added 75.58%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
134,937
shares
|
$3 Million
0.13% of portfolio
|
Q1 2025
Reduced 34.37%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
133,215
shares
|
$2.96 Million
0.34% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
115,900
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
115,568
shares
|
$2.57 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
107,656
shares
|
$2.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
105,162
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
100,356
shares
|
$2.23 Million
0.45% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
98,529
shares
|
$2.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
87,879
shares
|
$1.96 Million
0.05% of portfolio
|
Q4 2024
Added 68.76%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
87,415
shares
|
$1.94 Million
1.16% of portfolio
|
Q1 2025
Added 59.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
86,177
shares
|
$1.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
85,466
shares
|
$1.9 Million
1.56% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
79,802
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
79,294
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
76,121
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Added 1962.34%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
74,963
shares
|
$1.67 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
74,963
shares
|
$1.67 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,904
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
72,794
shares
|
$1.62 Million
0.81% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
69,581
shares
|
$1.55 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
68,199
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.03%
|