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 232 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
53,936
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
52,073
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
50,992
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 401.49%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
50,136
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 191.51%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
48,899
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
Added 29.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
47,642
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
46,373
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 35.88%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
45,319
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
44,631
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
44,369
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 20.08%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
43,745
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Added 32.6%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
40,771
shares
|
$973,611
0.03% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,264
shares
|
$961,504
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
39,220
shares
|
$936,573
0.08% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
38,487
shares
|
$919,069
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
38,020
shares
|
$907,917
0.5% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
37,422
shares
|
$893,637
0.28% of portfolio
|
Q3 2019
Reduced 1.18%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
37,038
shares
|
$884,467
0.22% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$872,551
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
33,966
shares
|
$811,108
0.07% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
32,910
shares
|
$785,890
0.23% of portfolio
|
Q3 2024
Added 1.09%
|