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 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $59.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
20,161
shares
|
$432,655
0.32% of portfolio
|
Q2 2025
Reduced 31.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
17,019
shares
|
$365,227
0.01% of portfolio
|
Q2 2025
Reduced 54.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
16,673
shares
|
$357,802
0.0% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
16,214
shares
|
$347,952
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
14,355
shares
|
$308,058
0.0% of portfolio
|
Q2 2025
Added 51.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$278,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
12,333
shares
|
$264,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,423
shares
|
$245,137
0.0% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,149
shares
|
$239,257
0.0% of portfolio
|
Q2 2025
Added 52.52%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,504
shares
|
$225,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
10,312
shares
|
$221,295
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,043
shares
|
$215,522
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,260
shares
|
$177,259
0.0% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$128,760
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
5,201
shares
|
$111,613
0.09% of portfolio
|
Q2 2025
Reduced 94.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$89,359
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,894
shares
|
$40,645
0.0% of portfolio
|
Q1 2025
Reduced 80.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,200
shares
|
$25,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,079
shares
|
$23,155
0.0% of portfolio
|
Q2 2025
Added 91.65%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
338
shares
|
$7,253
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|