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 241 institutions that hold shares in the stock, with a total of 88.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
135,125
shares
|
$2.97 Million
0.04% of portfolio
|
Q1 2025
Added 75.58%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
134,937
shares
|
$2.96 Million
0.13% of portfolio
|
Q1 2025
Reduced 34.37%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
133,215
shares
|
$2.93 Million
0.34% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
123,104
shares
|
$2.7 Million
0.11% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
115,900
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
107,656
shares
|
$2.36 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
105,162
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
100,356
shares
|
$2.2 Million
0.45% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
98,529
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
95,618
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
89,095
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
88,082
shares
|
$1.93 Million
1.41% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
87,879
shares
|
$1.93 Million
0.05% of portfolio
|
Q4 2024
Added 68.76%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
87,415
shares
|
$1.92 Million
1.16% of portfolio
|
Q1 2025
Added 59.81%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
86,177
shares
|
$1.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
79,294
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 25.54%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
77,662
shares
|
$1.71 Million
0.51% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
76,121
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 1962.34%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
72,904
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
72,794
shares
|
$1.6 Million
0.81% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
69,581
shares
|
$1.53 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
67,259
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
64,541
shares
|
$1.42 Million
0.56% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
63,358
shares
|
$1.39 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
63,171
shares
|
$1.39 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.61%
|