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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
14,718
shares
|
$347,639
0.05% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,279
shares
|
$337,269
0.01% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
13,691
shares
|
$323,381
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
13,100
shares
|
$309,422
0.1% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
12,942
shares
|
$305,690
0.13% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,865
shares
|
$303,871
0.19% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,844
shares
|
$303,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,544
shares
|
$296,289
0.03% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
12,539
shares
|
$296,171
0.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
12,430
shares
|
$293,596
0.05% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
12,082
shares
|
$285,376
0.11% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
12,017
shares
|
$283,841
0.01% of portfolio
|
Q4 2024
Added 22.89%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
11,795
shares
|
$278,597
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
11,605
shares
|
$274,110
0.08% of portfolio
|
Q4 2023
Reduced 59.0%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
11,055
shares
|
$261,119
0.14% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,988
shares
|
$259,536
0.0% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
10,899
shares
|
$257,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
10,721
shares
|
$253,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
10,687
shares
|
$252,426
0.01% of portfolio
|
Q1 2024
Added 70.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,616
shares
|
$250,749
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,550
shares
|
$249,191
0.01% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
10,545
shares
|
$249,072
0.19% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
10,488
shares
|
$247,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
10,280
shares
|
$242,813
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,279
shares
|
$242,789
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|