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 248 institutions that hold shares in the stock, with a total of 90.3 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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
35,868
shares
|
$795,193
0.31% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
35,662
shares
|
$790,626
0.07% of portfolio
|
Q2 2025
Reduced 87.8%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
35,583
shares
|
$788,875
0.0% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35,536
shares
|
$787,833
0.01% of portfolio
|
Q2 2025
Reduced 47.89%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,262
shares
|
$781,758
0.27% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,749
shares
|
$770,385
0.04% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
32,511
shares
|
$720,768
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
32,370
shares
|
$717,642
0.16% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
31,246
shares
|
$692,723
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
31,200
shares
|
$691,704
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,771
shares
|
$682,193
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
|
$678,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
30,304
shares
|
$671,839
0.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
30,012
shares
|
$665,366
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
|
$647,341
0.02% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Aug 04, 2025 Q2 2025 |
28,988
shares
|
$642,663
1.03% of portfolio
|
Q2 2025
Added 89.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,937
shares
|
$641,533
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
28,883
shares
|
$640,336
0.05% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
28,814
shares
|
$638,806
0.02% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,979
shares
|
$598,124
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
26,155
shares
|
$579,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
26,010
shares
|
$576,641
0.09% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
24,553
shares
|
$544,340
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
23,920
shares
|
$530,306
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
23,663
shares
|
$524,608
0.12% of portfolio
|
Q2 2025
Reduced 31.84%
|