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 246 institutions that hold shares in the stock, with a total of 85.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
63,358
shares
|
$1.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
63,171
shares
|
$1.45 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
59,839
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 22.84%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
58,550
shares
|
$1.35 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
57,852
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
50,525
shares
|
$1.16 Million
0.51% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
50,013
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
50,000
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.15 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
47,295
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
45,380
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
45,016
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
43,597
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$989,811
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
42,254
shares
|
$971,419
0.54% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
40,974
shares
|
$941,992
0.03% of portfolio
|
Q2 2025
Reduced 94.8%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
40,878
shares
|
$939,785
0.07% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
40,230
shares
|
$924,887
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
39,254
shares
|
$902,449
0.04% of portfolio
|
Q2 2025
Added 70.04%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
38,397
shares
|
$882,747
0.11% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
37,500
shares
|
$862,124
0.11% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$840,031
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
35,922
shares
|
$825,846
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
35,868
shares
|
$824,605
0.31% of portfolio
|
Q2 2025
Reduced 2.82%
|