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 |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
59,052
shares
|
$1.39 Million
0.65% of portfolio
|
Q4 2024
Reduced 9.69%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
58,177
shares
|
$1.37 Million
0.53% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
56,024
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2020
Added 5.12%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
54,701
shares
|
$1.29 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
54,667
shares
|
$1.29 Million
0.61% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
51,605
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
51,323
shares
|
$1.21 Million
0.44% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
49,837
shares
|
$1.18 Million
0.34% of portfolio
|
Q2 2022
Reduced 5.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
44,540
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
43,752
shares
|
$1.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,546
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,054
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2023
Added 11.04%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
42,085
shares
|
$994,047
0.09% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
41,809
shares
|
$987,528
0.01% of portfolio
|
Q4 2024
Reduced 7.75%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
40,880
shares
|
$965,585
0.0% of portfolio
|
Q4 2024
Reduced 72.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
40,264
shares
|
$951,035
0.01% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
38,426
shares
|
$907,622
0.08% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
36,908
shares
|
$871,766
0.38% of portfolio
|
Q4 2024
Reduced 41.72%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
36,539
shares
|
$863,051
0.02% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
36,344
shares
|
$858,445
0.26% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,142
shares
|
$853,674
0.5% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
36,128
shares
|
$853,343
0.2% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
33,966
shares
|
$802,276
0.07% of portfolio
|
Q3 2024
Added 17.68%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
33,908
shares
|
$800,906
0.15% of portfolio
|
Q4 2024
Reduced 22.49%
|