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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,803
shares
|
$329,366
0.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
13,835
shares
|
$307,828
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
13,747
shares
|
$305,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
13,100
shares
|
$291,475
0.1% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,865
shares
|
$286,246
0.19% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
12,623
shares
|
$280,861
0.21% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
12,419
shares
|
$276,322
0.01% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
12,082
shares
|
$268,824
0.1% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
11,595
shares
|
$257,988
0.18% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,374
shares
|
$253,071
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11,325
shares
|
$251,981
0.08% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
10,673
shares
|
$237,474
0.05% of portfolio
|
Q1 2025
Added 14.84%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,616
shares
|
$236,206
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
10,550
shares
|
$234,737
0.01% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
10,545
shares
|
$234,626
0.18% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,457
shares
|
$232,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
10,437
shares
|
$232,223
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
10,351
shares
|
$230,309
0.04% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
10,300
shares
|
$229,175
0.1% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
10,280
shares
|
$228,730
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,113
shares
|
$225,014
0.01% of portfolio
|
Q1 2025
Reduced 28.85%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
10,094
shares
|
$224,591
0.12% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,069
shares
|
$224,035
0.0% of portfolio
|
Q1 2025
Reduced 29.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,019
shares
|
$222,922
0.0% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,990
shares
|
$222,277
0.03% of portfolio
|
Q3 2022
New holding
|