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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
67,259
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
64,541
shares
|
$1.44 Million
0.56% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
63,358
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
63,171
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
62,000
shares
|
$1.38 Million
0.5% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
55,106
shares
|
$1.23 Million
0.24% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
53,718
shares
|
$1.2 Million
0.35% of portfolio
|
Q1 2025
Added 51.71%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
50,000
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.11 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
48,824
shares
|
$1.09 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
48,711
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
48,293
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Added 32.74%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
47,707
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
46,053
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 91.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
46,027
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 19.78%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
44,207
shares
|
$983,605
0.02% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$957,951
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
42,782
shares
|
$951,899
0.02% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
42,257
shares
|
$940,218
0.08% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
40,880
shares
|
$909,580
0.0% of portfolio
|
Q4 2024
Reduced 72.84%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
40,149
shares
|
$893,315
0.56% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,648
shares
|
$837,668
0.0% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
37,214
shares
|
$828,011
0.0% of portfolio
|
Q1 2025
Reduced 46.62%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
36,908
shares
|
$821,203
0.36% of portfolio
|
Q4 2024
Reduced 41.72%
|