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 2.85 Million shares, which have been reported (via 13F filing form) to have a value of $61 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,513
shares
|
$421,871
0.0% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
15,884
shares
|
$343,412
0.0% of portfolio
|
Q1 2025
Reduced 17.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,637
shares
|
$294,831
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$281,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
12,442
shares
|
$268,996
0.0% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
10,504
shares
|
$227,096
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
10,312
shares
|
$222,945
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9,455
shares
|
$204,417
0.0% of portfolio
|
Q1 2025
Reduced 38.73%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,126
shares
|
$197,304
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,260
shares
|
$178,581
0.0% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,310
shares
|
$158,042
0.0% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$90,025
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,000
shares
|
$86,480
0.0% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,219
shares
|
$47,974
0.0% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,894
shares
|
$40,948
0.0% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
407
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
338
shares
|
$7,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|