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 232 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,344
shares
|
$79,854
0.0% of portfolio
|
Q2 2024
Added 40.92%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
2,885
shares
|
$68,893
0.01% of portfolio
|
Q3 2024
Added 115.94%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,676
shares
|
$40,022
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,626
shares
|
$38,828
0.02% of portfolio
|
Q2 2024
Reduced 78.92%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,590
shares
|
$37,969
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
1,524
shares
|
$36,393
0.09% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,425
shares
|
$34,029
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,300
shares
|
$31,044
0.0% of portfolio
|
Q1 2024
Reduced 3.7%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,142
shares
|
$27,270
0.05% of portfolio
|
Q3 2022
Added 0.88%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
1,115
shares
|
$26,626
0.0% of portfolio
|
Q4 2023
Reduced 27.93%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,100
shares
|
$26,268
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,049
shares
|
$25,050
0.01% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$23,880
0.01% of portfolio
|
Q3 2022
Reduced 70.59%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$23,880
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
982
shares
|
$23,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
853
shares
|
$20,369
0.0% of portfolio
|
Q2 2024
Reduced 56.03%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
700
shares
|
$16,716
0.0% of portfolio
|
Q4 2023
Reduced 6.17%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
655
shares
|
$15,641
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
616
shares
|
$14,710
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
502
shares
|
$11,987
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
456
shares
|
$10,889
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
374
shares
|
$8,931
0.0% of portfolio
|
Q4 2023
Reduced 78.42%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
258
shares
|
$6,161
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
245
shares
|
$5,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
229
shares
|
$5,468
0.0% of portfolio
|
Q2 2024
New holding
|