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 52 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $61.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$466,062
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,300
shares
|
$455,735
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
20,161
shares
|
$452,614
0.3% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
18,669
shares
|
$419,119
0.0% of portfolio
|
Q3 2025
Added 51.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,747
shares
|
$398,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
14,691
shares
|
$329,812
0.0% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
14,355
shares
|
$322,269
0.0% of portfolio
|
Q2 2025
Added 51.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$291,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,991
shares
|
$291,647
0.0% of portfolio
|
Q3 2025
Reduced 39.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,646
shares
|
$283,902
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
11,785
shares
|
$264,573
0.01% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,504
shares
|
$235,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
10,312
shares
|
$231,504
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
10,258
shares
|
$230,292
0.0% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,199
shares
|
$228,967
0.0% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,900
shares
|
$222,255
0.01% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Nov 13, 2025 Q3 2025 |
9,382
shares
|
$210,625
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
9,221
shares
|
$207,011
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,977
shares
|
$179,083
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$134,700
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$93,481
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,894
shares
|
$42,520
0.0% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,830
shares
|
$41,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,195
shares
|
$26,827
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,079
shares
|
$24,223
0.0% of portfolio
|
Q2 2025
Added 91.65%
|
|