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 86.3 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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
59,839
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
57,852
shares
|
$1.35 Million
0.31% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
57,761
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 29.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
52,913
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 87.3%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
50,525
shares
|
$1.18 Million
0.51% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
50,013
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
50,000
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.17 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
47,295
shares
|
$1.11 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
45,380
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
45,316
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
45,016
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
43,125
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
40,878
shares
|
$955,727
0.07% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
40,230
shares
|
$940,577
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
39,254
shares
|
$917,758
0.04% of portfolio
|
Q2 2025
Added 70.04%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
38,397
shares
|
$897,721
0.11% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
37,633
shares
|
$879,859
0.02% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
37,500
shares
|
$876,750
0.11% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$854,281
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,922
shares
|
$839,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
35,868
shares
|
$838,593
0.31% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
35,583
shares
|
$831,930
0.0% of portfolio
|
Q2 2025
Reduced 12.96%
|