Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 2.53 Million shares, which have been reported (via 13F filing form) to have a value of $56.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
660,206
shares
|
$14.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
237,610
shares
|
$5.34 Million
0.2% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
202,758
shares
|
$4.56 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
170,421
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
149,942
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.24%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
127,027
shares
|
$2.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 62.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
93,326
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
81,209
shares
|
$1.83 Million
0.93% of portfolio
|
Q3 2025
Reduced 26.81%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
70,770
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
64,092
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
60,973
shares
|
$1.37 Million
0.91% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
43,703
shares
|
$982,443
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
41,997
shares
|
$944,092
0.0% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
36,751
shares
|
$826,162
0.0% of portfolio
|
Q2 2025
Added 88.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
33,704
shares
|
$757,665
0.04% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
31,325
shares
|
$704,186
0.0% of portfolio
|
Q2 2025
Added 1311.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
31,082
shares
|
$698,723
0.0% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
30,670
shares
|
$689,461
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
29,872
shares
|
$671,522
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$663,924
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,947
shares
|
$560,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,591
shares
|
$485,365
0.0% of portfolio
|
Q2 2025
Reduced 42.54%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
21,050
shares
|
$473,204
0.11% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$466,684
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
20,200
shares
|
$454,096
0.0% of portfolio
|
Q2 2025
Reduced 2.48%
|