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 |
|---|---|---|---|---|---|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
14,041
shares
|
$339,230
0.13% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
13,185
shares
|
$318,549
0.12% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
12,942
shares
|
$312,678
0.13% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
12,875
shares
|
$311,060
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,844
shares
|
$310,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
12,459
shares
|
$301,009
0.22% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
12,331
shares
|
$297,916
0.05% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
11,626
shares
|
$280,884
0.0% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
11,605
shares
|
$280,376
0.08% of portfolio
|
Q4 2023
Reduced 59.0%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
11,565
shares
|
$279,410
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,472
shares
|
$277,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
11,336
shares
|
$273,877
0.12% of portfolio
|
Q3 2022
Reduced 13.53%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
11,264
shares
|
$272,138
0.12% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,988
shares
|
$265,470
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
10,922
shares
|
$263,875
0.02% of portfolio
|
Q1 2024
Reduced 6.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,899
shares
|
$263,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,687
shares
|
$258,197
0.01% of portfolio
|
Q1 2024
Added 70.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,616
shares
|
$256,482
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,550
shares
|
$254,888
0.01% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,280
shares
|
$248,364
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
9,990
shares
|
$241,358
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,990
shares
|
$241,358
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
9,931
shares
|
$239,932
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
9,779
shares
|
$236,260
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,592
shares
|
$231,742
0.02% of portfolio
|
Q3 2024
Added 1.62%
|