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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
35,536
shares
|
$780,370
0.01% of portfolio
|
Q2 2025
Reduced 47.89%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
35,341
shares
|
$776,088
0.19% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
35,262
shares
|
$774,353
0.27% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,749
shares
|
$763,088
0.04% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
34,719
shares
|
$762,429
0.21% of portfolio
|
Q1 2025
Reduced 20.65%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
30,304
shares
|
$665,475
0.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
30,012
shares
|
$659,063
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
29,502
shares
|
$647,863
0.01% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
29,199
shares
|
$641,210
0.02% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,937
shares
|
$635,456
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
27,344
shares
|
$600,474
0.02% of portfolio
|
Q1 2025
Added 72.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
26,979
shares
|
$592,458
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
26,013
shares
|
$571,245
0.05% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
26,010
shares
|
$571,179
0.09% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
25,774
shares
|
$565,997
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
24,553
shares
|
$539,183
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
23,920
shares
|
$525,283
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
23,127
shares
|
$507,868
0.01% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
23,085
shares
|
$506,946
0.02% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
22,045
shares
|
$484,108
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,760
shares
|
$477,849
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
21,301
shares
|
$467,769
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
21,013
shares
|
$461,445
0.17% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
21,013
shares
|
$461,445
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
20,882
shares
|
$458,568
0.12% of portfolio
|
Q1 2025
Added 18.77%
|