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 244 institutions that hold shares in the stock, with a total of 84.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
43,118,740
shares
|
$1.02 Billion
0.09% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,945,022
shares
|
$69.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,701,822
shares
|
$63.6 Million
1.24% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,548,441
shares
|
$60 Million
0.02% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,082,020
shares
|
$49 Million
0.01% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,047,015
shares
|
$48.2 Million
0.02% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,844,345
shares
|
$43.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,731,775
shares
|
$40.8 Million
0.01% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
1,408,827
shares
|
$33.2 Million
0.28% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
1,186,900
shares
|
$28 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
977,386
shares
|
$23 Million
0.02% of portfolio
|
Q4 2024
Added 22.0%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
865,363
shares
|
$20.4 Million
1.6% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
763,450
shares
|
$18 Million
5.35% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
760,497
shares
|
$17.9 Million
0.72% of portfolio
|
Q4 2024
Added 21.59%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
755,238
shares
|
$17.8 Million
0.38% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
721,592
shares
|
$17 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
712,036
shares
|
$16.8 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
706,924
shares
|
$16.6 Million
0.06% of portfolio
|
Q4 2024
Added 48.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
641,717
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
622,352
shares
|
$14.7 Million
1.32% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
598,113
shares
|
$14.1 Million
0.03% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
564,471
shares
|
$13.3 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
515,768
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
507,894
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
501,033
shares
|
$11.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.9%
|