Sofi Wealth, LLC Invesco ETF Tr Ii Natl Amt Fre Transaction History

Sofi Wealth, LLC

$1.44 Billion
Q3 2025

A detailed history of Sofi Wealth, LLC transactions in Invesco ETF Tr Ii Natl Amt Fre stock. As of the latest transaction made, Sofi Wealth, LLC holds 438,287 shares of PZA stock, worth $10.2 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

438,287

Holding current value

$10.2 Million

% of portfolio

0.7%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 22, 2025	BUY	$21.89 - $23.17 $9.59 Million - $10.2 Million	438,287 New	438,287 $10.1 Million

Others Institutions Holding PZA

# of Institutions

279

Shares Held

102M

Call Options Held

705K

Put Options Held

Bank Of America Corp Charlotte, NC

52.9M
Shares

$1.23 Billion
0.09% of portfolio
Wellington Management Group LLP Boston, MA

5.08M
Shares

$118 Million
0.02% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

4.15M
Shares

$96.6 Million
1.52% of portfolio
Richard Bernstein Advisors LLC

3.07M
Shares

$71.5 Million
2.04% of portfolio
Envestnet Asset Management Inc

2.76M
Shares

$64.3 Million
0.02% of portfolio

View Full List

About INVESCO ETF TR II NATL AMT-FRE

Ticker PZA
Sector ETFs
Industry ETFs

More about PZA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sofi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sofi Wealth, LLC with notifications on news.

Account