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 233 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,083
shares
|
$485,205
0.03% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
20,049
shares
|
$484,383
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
19,186
shares
|
$463,533
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,890
shares
|
$456,382
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
18,693
shares
|
$451,622
0.04% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
18,490
shares
|
$446,718
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,334
shares
|
$442,949
0.0% of portfolio
|
Q3 2024
Added 1477.8%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
18,236
shares
|
$440,581
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
17,919
shares
|
$432,923
0.0% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
17,839
shares
|
$430,990
0.04% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
17,835
shares
|
$430,893
0.13% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
17,835
shares
|
$430,893
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
17,741
shares
|
$428,622
0.16% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
17,601
shares
|
$425,240
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
17,531
shares
|
$423,548
0.1% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
17,082
shares
|
$412,701
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
16,825
shares
|
$406,492
0.14% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
16,686
shares
|
$403,133
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
16,600
shares
|
$401,056
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
15,985
shares
|
$386,197
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
15,806
shares
|
$381,872
0.0% of portfolio
|
Q3 2024
Added 27.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,854
shares
|
$358,872
0.0% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,718
shares
|
$355,586
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
14,279
shares
|
$344,980
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
14,159
shares
|
$342,081
0.01% of portfolio
|
Q2 2024
Reduced 6.82%
|