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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$812,992
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
36,344
shares
|
$808,654
0.26% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
35,341
shares
|
$786,337
0.19% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,262
shares
|
$784,579
0.27% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,749
shares
|
$773,165
0.04% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
34,744
shares
|
$773,054
0.01% of portfolio
|
Q1 2025
Reduced 95.66%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
34,719
shares
|
$772,497
0.21% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
30,292
shares
|
$673,997
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
30,001
shares
|
$667,522
0.15% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
29,502
shares
|
$656,419
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
29,199
shares
|
$649,677
0.02% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,937
shares
|
$643,848
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
27,360
shares
|
$608,760
0.11% of portfolio
|
Q1 2025
Added 37.59%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
27,344
shares
|
$608,404
0.02% of portfolio
|
Q1 2025
Added 72.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,979
shares
|
$600,282
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
26,013
shares
|
$578,789
0.05% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
25,774
shares
|
$573,471
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
24,031
shares
|
$534,689
0.03% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
23,146
shares
|
$514,998
0.21% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
23,127
shares
|
$514,575
0.01% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
23,085
shares
|
$513,641
0.02% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
22,045
shares
|
$490,501
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,760
shares
|
$484,160
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
21,505
shares
|
$478,486
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
21,013
shares
|
$467,539
0.03% of portfolio
|
Q1 2025
Added 0.04%
|