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 235 institutions that hold shares in the stock, with a total of 83.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
134,718
shares
|
$3.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
130,681
shares
|
$3.09 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
129,978
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
125,360
shares
|
$2.96 Million
0.03% of portfolio
|
Q4 2024
Added 51.82%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
123,434
shares
|
$2.92 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
117,616
shares
|
$2.78 Million
0.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
111,681
shares
|
$2.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
105,997
shares
|
$2.5 Million
0.01% of portfolio
|
Q4 2024
Added 88.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
103,804
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
102,832
shares
|
$2.43 Million
0.65% of portfolio
|
Q4 2024
Added 65.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
97,305
shares
|
$2.3 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
93,589
shares
|
$2.21 Million
0.72% of portfolio
|
Q4 2024
Reduced 56.15%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
92,373
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
91,940
shares
|
$2.17 Million
0.4% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
87,879
shares
|
$2.08 Million
0.05% of portfolio
|
Q4 2024
Added 68.76%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
85,285
shares
|
$2.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
78,958
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 23.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
71,363
shares
|
$1.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
70,613
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
69,717
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.4%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
67,339
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 34.31%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
64,641
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
63,358
shares
|
$1.5 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
63,171
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2023
Reduced 5.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
63,162
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.73%
|