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 |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,964
shares
|
$218,809
0.1% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
9,770
shares
|
$214,549
0.05% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
9,740
shares
|
$213,890
0.04% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
9,701
shares
|
$213,033
0.01% of portfolio
|
Q4 2024
Added 95.37%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
9,457
shares
|
$207,675
0.12% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
9,380
shares
|
$205,984
0.03% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,121
shares
|
$200,297
0.0% of portfolio
|
Q1 2025
Reduced 54.33%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
8,909
shares
|
$195,641
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
8,811
shares
|
$193,489
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,593
shares
|
$188,702
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
7,427
shares
|
$163,096
0.13% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
7,358
shares
|
$161,581
0.07% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,149
shares
|
$156,992
0.0% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,901
shares
|
$151,545
0.0% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6,843
shares
|
$150,272
0.07% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$147,790
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,687
shares
|
$146,846
0.0% of portfolio
|
Q1 2025
Reduced 37.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,325
shares
|
$138,897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,161
shares
|
$135,295
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,112
shares
|
$134,219
0.0% of portfolio
|
Q1 2025
Reduced 31.36%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
5,400
shares
|
$118,584
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
4,949
shares
|
$108,680
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
4,872
shares
|
$106,989
0.02% of portfolio
|
Q2 2025
Reduced 12.06%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
4,639
shares
|
$101,872
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,332
shares
|
$73,170
0.01% of portfolio
|
Q1 2025
Added 88.14%
|