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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
20,815
shares
|
$457,097
0.05% of portfolio
|
Q2 2023
Reduced 0.87%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
20,711
shares
|
$454,813
0.03% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
20,665
shares
|
$453,803
0.3% of portfolio
|
Q4 2024
Added 20.98%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
20,570
shares
|
$451,717
0.0% of portfolio
|
Q1 2024
Reduced 9.62%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
20,049
shares
|
$440,276
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
19,758
shares
|
$433,885
0.0% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
19,472
shares
|
$427,605
0.66% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
18,968
shares
|
$416,537
0.13% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
18,528
shares
|
$406,874
0.19% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
18,236
shares
|
$400,462
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
18,061
shares
|
$396,619
0.15% of portfolio
|
Q2 2025
Reduced 21.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
17,836
shares
|
$391,678
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
17,669
shares
|
$388,011
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,874
shares
|
$370,553
0.01% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
16,686
shares
|
$366,424
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
16,682
shares
|
$366,336
0.2% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
16,600
shares
|
$364,536
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,410
shares
|
$360,363
0.0% of portfolio
|
Q1 2025
Added 19.06%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
15,821
shares
|
$347,429
0.06% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,821
shares
|
$347,429
0.02% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
15,746
shares
|
$345,782
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
15,337
shares
|
$336,800
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
15,276
shares
|
$335,460
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,119
shares
|
$332,013
0.0% of portfolio
|
Q1 2025
Added 36.22%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
15,000
shares
|
$329,400
0.05% of portfolio
|
Q4 2024
New holding
|