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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
10,437
shares
|
$231,388
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
10,300
shares
|
$228,351
0.1% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
10,202
shares
|
$226,178
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,157
shares
|
$225,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
10,069
shares
|
$223,229
0.0% of portfolio
|
Q1 2025
Reduced 29.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,019
shares
|
$222,121
0.0% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,990
shares
|
$221,478
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,964
shares
|
$220,901
0.1% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
9,740
shares
|
$215,935
0.03% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
9,701
shares
|
$215,071
0.01% of portfolio
|
Q4 2024
Added 95.37%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,453
shares
|
$209,573
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,432
shares
|
$209,107
0.02% of portfolio
|
Q2 2025
Added 183.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
9,380
shares
|
$207,954
0.03% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,050
shares
|
$200,638
0.0% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,149
shares
|
$158,493
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,959
shares
|
$154,281
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,901
shares
|
$152,995
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$149,204
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,325
shares
|
$140,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
6,161
shares
|
$136,589
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,112
shares
|
$135,503
0.0% of portfolio
|
Q1 2025
Reduced 31.36%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
5,996
shares
|
$132,931
0.09% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
5,862
shares
|
$129,960
0.05% of portfolio
|
Q2 2025
Reduced 20.33%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,048
shares
|
$111,914
0.05% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
4,949
shares
|
$109,719
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|