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 |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,000
shares
|
$65,880
0.01% of portfolio
|
Q1 2025
Reduced 82.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,889
shares
|
$63,442
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,856
shares
|
$62,717
0.0% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,851
shares
|
$62,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,570
shares
|
$56,437
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
2,387
shares
|
$52,418
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
2,373
shares
|
$52,111
0.0% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,232
shares
|
$49,014
0.01% of portfolio
|
Q1 2025
Added 66.69%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,951
shares
|
$42,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
1,935
shares
|
$42,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
1,626
shares
|
$35,706
0.01% of portfolio
|
Q2 2024
Reduced 78.92%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,590
shares
|
$34,916
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,142
shares
|
$25,078
0.05% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$24,156
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
1,000
shares
|
$21,960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$21,960
0.01% of portfolio
|
Q3 2022
Reduced 70.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,000
shares
|
$21,960
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
961
shares
|
$21,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
853
shares
|
$18,731
0.0% of portfolio
|
Q2 2024
Reduced 56.03%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
837
shares
|
$18,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
803
shares
|
$17,633
0.0% of portfolio
|
Q1 2025
Reduced 49.97%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
616
shares
|
$13,527
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
549
shares
|
$12,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
502
shares
|
$11,023
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
480
shares
|
$10,540
0.0% of portfolio
|
Q1 2025
Reduced 68.0%
|