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 281 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
67,831
shares
|
$1.58 Million
0.03% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
63,861
shares
|
$1.49 Million
0.79% of portfolio
|
Q3 2025
Reduced 17.01%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
63,358
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
63,171
shares
|
$1.47 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
59,788
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
59,584
shares
|
$1.39 Million
0.57% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
58,264
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
57,761
shares
|
$1.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.83%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
56,771
shares
|
$1.32 Million
0.29% of portfolio
|
Q3 2025
Added 41.12%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
56,750
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
52,913
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 87.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
51,570
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Added 67.59%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
49,471
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
47,318
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.55%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
46,795
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
45,585
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,337
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 41.47%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
45,316
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
45,269
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
45,260
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
44,640
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
43,524
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Added 6.47%
|
|