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 249 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,142
shares
|
$26,585
0.05% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
1,115
shares
|
$25,957
0.0% of portfolio
|
Q4 2023
Reduced 27.93%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$25,608
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,057
shares
|
$24,606
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$23,280
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$23,280
0.01% of portfolio
|
Q3 2022
Reduced 70.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
853
shares
|
$19,857
0.0% of portfolio
|
Q2 2024
Reduced 56.03%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
660
shares
|
$15,364
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
616
shares
|
$14,340
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
549
shares
|
$12,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
502
shares
|
$11,686
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
454
shares
|
$10,569
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
374
shares
|
$8,706
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
338
shares
|
$7,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
258
shares
|
$6,006
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
229
shares
|
$5,331
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
102
shares
|
$2,374
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
68
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
Reduced 72.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
37
shares
|
$861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
23
shares
|
$535
0.0% of portfolio
|
Q3 2024
Reduced 95.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 99.89%
|