Institutional Ownership Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 83.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
43,118,740
shares
|
$1.02 Billion
0.09% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,945,022
shares
|
$69.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,701,822
shares
|
$64 Million
1.24% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,122,268
shares
|
$50.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,844,345
shares
|
$43.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,809,911
shares
|
$42.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,731,775
shares
|
$41 Million
0.01% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,579,405
shares
|
$37.4 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,313,420
shares
|
$31.1 Million
0.28% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
1,186,900
shares
|
$28.1 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
865,363
shares
|
$20.5 Million
1.6% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
801,123
shares
|
$19 Million
0.02% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
769,060
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
760,497
shares
|
$18 Million
0.72% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
755,238
shares
|
$17.9 Million
0.38% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
723,398
shares
|
$17.1 Million
5.01% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
712,036
shares
|
$16.9 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
641,901
shares
|
$15.2 Million
1.17% of portfolio
|
Q3 2024
Reduced 59.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
641,717
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
622,352
shares
|
$14.7 Million
1.32% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
577,764
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 87.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
564,471
shares
|
$13.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
537,921
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
507,894
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
506,910
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 9.32%
|