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 247 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
161,382
shares
|
$3.58 Million
0.92% of portfolio
|
Q2 2025
Added 18.88%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
142,660
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 79.91%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
135,125
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Added 75.58%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
134,937
shares
|
$2.99 Million
0.13% of portfolio
|
Q1 2025
Reduced 34.37%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
123,104
shares
|
$2.73 Million
0.11% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
115,900
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
107,656
shares
|
$2.39 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
102,232
shares
|
$2.27 Million
0.62% of portfolio
|
Q2 2025
Added 549.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
98,529
shares
|
$2.18 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
97,972
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Added 28.71%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
95,618
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
89,095
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
88,522
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
88,082
shares
|
$1.95 Million
1.41% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
82,315
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
79,982
shares
|
$1.77 Million
0.81% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
77,662
shares
|
$1.72 Million
0.51% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
77,466
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.85%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
76,948
shares
|
$1.71 Million
0.96% of portfolio
|
Q2 2025
Reduced 11.97%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
76,130
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 92.27%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
70,233
shares
|
$1.56 Million
0.51% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
68,575
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
68,570
shares
|
$1.52 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
67,259
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
64,634
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2025
New holding
|