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 249 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
15,092
shares
|
$346,814
0.02% of portfolio
|
Q4 2024
Reduced 67.46%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$344,700
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
14,854
shares
|
$341,344
0.0% of portfolio
|
Q3 2024
Added 14.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,803
shares
|
$340,172
0.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,617
shares
|
$335,898
0.0% of portfolio
|
Q4 2024
Reduced 44.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,279
shares
|
$328,131
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,213
shares
|
$326,614
0.01% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,783
shares
|
$316,733
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,207
shares
|
$303,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,100
shares
|
$301,038
0.1% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
12,946
shares
|
$297,499
0.0% of portfolio
|
Q4 2024
Reduced 90.39%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
12,942
shares
|
$297,407
0.13% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,865
shares
|
$295,637
0.19% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,694
shares
|
$291,708
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,544
shares
|
$288,261
0.03% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,539
shares
|
$288,146
0.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
12,430
shares
|
$285,641
0.05% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
12,419
shares
|
$285,388
0.01% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
12,082
shares
|
$277,644
0.11% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$271,049
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
11,605
shares
|
$266,682
0.08% of portfolio
|
Q4 2023
Reduced 59.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,099
shares
|
$255,055
0.0% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
11,077
shares
|
$254,549
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
11,055
shares
|
$254,043
0.14% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
10,721
shares
|
$246,368
0.0% of portfolio
|
Q4 2024
New holding
|