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 43 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $54.5 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
|
$13.4 Million
0.02% of portfolio
|
Q2 2024
Added 1394.91%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
334,255
shares
|
$7.63 Million
0.19% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
189,498
shares
|
$4.33 Million
2.16% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
173,780
shares
|
$3.97 Million
0.0% of portfolio
|
Q2 2024
Added 32.75%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
166,685
shares
|
$3.81 Million
0.0% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
126,154
shares
|
$2.88 Million
1.53% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
119,039
shares
|
$2.72 Million
0.13% of portfolio
|
Q3 2024
Added 78.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
105,559
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2024
Added 6.49%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
85,500
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
82,501
shares
|
$1.88 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
39,828
shares
|
$909,273
0.0% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
29,746
shares
|
$679,101
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
29,680
shares
|
$677,594
0.0% of portfolio
|
Q2 2024
Added 0.29%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
29,534
shares
|
$674,261
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
29,390
shares
|
$670,973
0.57% of portfolio
|
Q1 2024
Added 2.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,058
shares
|
$640,564
0.0% of portfolio
|
Q2 2024
Reduced 57.59%
|
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
27,512
shares
|
$628,098
0.0% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
21,250
shares
|
$485,137
0.13% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
16,377
shares
|
$373,886
0.22% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
15,477
shares
|
$353,339
0.0% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
13,625
shares
|
$311,058
0.0% of portfolio
|
Q2 2024
Added 6.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$296,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
12,816
shares
|
$292,589
0.0% of portfolio
|
Q1 2024
Added 9.19%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Aug 13, 2024 Q2 2024 |
12,411
shares
|
$283,343
0.04% of portfolio
|
Q4 2023
Reduced 73.84%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
10,873
shares
|
$248,230
0.19% of portfolio
|
Q3 2024
Added 0.79%
|