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 281 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
43,125
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$1 Million
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
41,695
shares
|
$970,659
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
37,633
shares
|
$876,096
0.02% of portfolio
|
Q3 2025
Added 15.75%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
36,917
shares
|
$859,427
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$850,627
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
35,976
shares
|
$837,521
0.23% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
34,638
shares
|
$806,372
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,589
shares
|
$805,231
0.0% of portfolio
|
Q3 2025
Added 34.29%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
33,897
shares
|
$789,122
0.0% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
33,807
shares
|
$787,026
0.02% of portfolio
|
Q3 2025
Reduced 17.49%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
32,997
shares
|
$768,170
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
32,964
shares
|
$767,401
0.05% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
32,751
shares
|
$762,443
0.15% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
31,781
shares
|
$739,861
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
31,356
shares
|
$729,967
0.03% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
31,150
shares
|
$725,172
0.0% of portfolio
|
Q3 2025
Added 34.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
31,067
shares
|
$723,239
0.0% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
30,973
shares
|
$721,051
0.02% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
30,909
shares
|
$719,561
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
30,369
shares
|
$706,990
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
30,329
shares
|
$706,059
0.01% of portfolio
|
Q3 2025
Reduced 53.08%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
29,208
shares
|
$679,962
0.23% of portfolio
|
Q3 2025
Reduced 18.57%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
29,199
shares
|
$679,752
0.02% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
27,887
shares
|
$649,209
0.11% of portfolio
|
Q3 2025
Reduced 7.08%
|
|