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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35,536
shares
|
$830,831
0.01% of portfolio
|
Q2 2025
Reduced 47.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,262
shares
|
$824,425
0.27% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
33,807
shares
|
$790,407
0.02% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,735
shares
|
$788,724
0.0% of portfolio
|
Q2 2025
Added 53.03%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
32,997
shares
|
$771,469
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
32,751
shares
|
$765,718
0.15% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
31,781
shares
|
$743,039
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,200
shares
|
$729,456
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,771
shares
|
$719,425
0.0% of portfolio
|
Q2 2025
Added 103.53%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
30,625
shares
|
$716,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
30,012
shares
|
$701,680
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
29,199
shares
|
$682,672
0.02% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
28,988
shares
|
$677,739
1.03% of portfolio
|
Q2 2025
Added 89.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,937
shares
|
$676,547
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
28,883
shares
|
$675,284
0.05% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
28,814
shares
|
$673,671
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
26,820
shares
|
$627,051
0.18% of portfolio
|
Q3 2025
Added 41.4%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
26,340
shares
|
$615,829
0.21% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
26,155
shares
|
$611,503
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
26,010
shares
|
$608,113
0.09% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,756
shares
|
$602,175
0.0% of portfolio
|
Q2 2025
Reduced 30.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
25,048
shares
|
$585,622
0.0% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
23,663
shares
|
$553,240
0.12% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23,134
shares
|
$540,872
0.0% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
23,055
shares
|
$539,025
0.02% of portfolio
|
Q3 2025
Reduced 3.62%
|