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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
9,574
shares
|
$231,307
0.03% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
9,545
shares
|
$230,607
0.16% of portfolio
|
Q4 2023
Added 5.53%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
9,250
shares
|
$223,480
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
9,180
shares
|
$221,788
0.02% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
8,960
shares
|
$216,473
0.02% of portfolio
|
Q3 2024
Added 24.48%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
8,661
shares
|
$209,249
0.13% of portfolio
|
Q3 2024
Added 27.12%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
8,580
shares
|
$207,292
0.11% of portfolio
|
Q3 2024
Reduced 27.24%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
8,496
shares
|
$205,263
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,426
shares
|
$203,572
0.01% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
8,419
shares
|
$203,403
0.0% of portfolio
|
Q3 2024
Reduced 18.54%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,393
shares
|
$202,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
7,604
shares
|
$183,712
0.07% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,382
shares
|
$178,349
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$162,596
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,567
shares
|
$158,658
0.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
6,161
shares
|
$148,849
0.0% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
6,000
shares
|
$144,960
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
5,800
shares
|
$140,128
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,262
shares
|
$127,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4,949
shares
|
$119,567
0.02% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,234
shares
|
$102,293
0.0% of portfolio
|
Q3 2024
Added 7888.68%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
3,646
shares
|
$88,087
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
3,623
shares
|
$87,531
0.0% of portfolio
|
Q3 2024
Added 3523.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,586
shares
|
$86,637
0.0% of portfolio
|
Q3 2024
Reduced 60.42%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,520
shares
|
$85,043
0.02% of portfolio
|
Q3 2024
New holding
|