Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.51 Million shares, which have been reported (via 13F filing form) to have a value of $57.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,411
shares
|
$286,445
0.04% of portfolio
|
Q4 2023
Reduced 73.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,374
shares
|
$285,591
0.0% of portfolio
|
Q3 2024
Added 106.51%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
10,873
shares
|
$250,948
0.19% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
10,830
shares
|
$249,956
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,312
shares
|
$238,000
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,126
shares
|
$210,628
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,900
shares
|
$205,411
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,133
shares
|
$187,709
0.0% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,650
shares
|
$107,321
0.0% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$96,105
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$92,320
0.0% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,727
shares
|
$39,859
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
713
shares
|
$16,456
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
572
shares
|
$13,201
0.0% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
450
shares
|
$10,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
404
shares
|
$9,324
0.0% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
338
shares
|
$7,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|