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 41 institutions that hold shares in the stock, with a total of 2.29 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
585,811
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2024
Added 1394.91%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
321,167
shares
|
$7.45 Million
0.18% of portfolio
|
Q2 2024
Added 378.59%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
192,457
shares
|
$4.47 Million
2.26% of portfolio
|
Q2 2024
Added 10.27%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
173,780
shares
|
$4.03 Million
0.0% of portfolio
|
Q1 2024
Added 61.15%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
166,685
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Added 2.15%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Aug 08, 2024 Q2 2024 |
127,216
shares
|
$2.95 Million
1.58% of portfolio
|
Q2 2024
Added 2.79%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
105,559
shares
|
$2.45 Million
0.0% of portfolio
|
Q2 2024
Added 6.49%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
85,500
shares
|
$1.98 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
82,501
shares
|
$1.91 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
66,854
shares
|
$1.55 Million
0.08% of portfolio
|
Q2 2024
Added 14.5%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
34,943
shares
|
$811,027
0.0% of portfolio
|
Q2 2024
Added 33.73%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
29,681
shares
|
$688,896
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
29,680
shares
|
$688,872
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
29,534
shares
|
$685,484
0.49% of portfolio
|
Q1 2024
New holding
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2024 Q2 2024 |
29,390
shares
|
$682,141
0.6% of portfolio
|
Q1 2024
Added 2.87%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,058
shares
|
$651,226
0.0% of portfolio
|
Q2 2024
Reduced 57.59%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
27,512
shares
|
$638,553
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
16,250
shares
|
$377,162
0.1% of portfolio
|
Q4 2022
Added 18.18%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Aug 12, 2024 Q2 2024 |
15,927
shares
|
$369,665
0.23% of portfolio
|
Q2 2024
Added 0.93%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
15,477
shares
|
$359,221
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
13,625
shares
|
$316,236
0.0% of portfolio
|
Q2 2024
Added 6.16%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
12,816
shares
|
$297,459
0.0% of portfolio
|
Q1 2024
Added 9.19%
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
12,411
shares
|
$288,059
0.04% of portfolio
|
Q4 2023
Reduced 73.84%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
10,814
shares
|
$250,992
0.0% of portfolio
|
Q2 2024
Added 20.16%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
10,312
shares
|
$239,341
0.03% of portfolio
|
Q1 2024
New holding
|