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 247 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $1.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
16,682
shares
|
$369,839
0.2% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
16,600
shares
|
$368,022
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
16,196
shares
|
$359,065
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
15,821
shares
|
$350,751
0.06% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
15,821
shares
|
$350,751
0.02% of portfolio
|
Q2 2025
Reduced 78.89%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
15,000
shares
|
$332,550
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,803
shares
|
$328,182
0.01% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,100
shares
|
$290,427
0.08% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
12,865
shares
|
$285,217
0.19% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,731
shares
|
$282,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
12,715
shares
|
$281,891
0.18% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
12,579
shares
|
$278,876
0.02% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
12,160
shares
|
$269,587
0.07% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
12,082
shares
|
$267,857
0.1% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
12,045
shares
|
$267,037
0.19% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
11,845
shares
|
$262,603
0.06% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
11,595
shares
|
$257,061
0.18% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
11,374
shares
|
$252,161
0.01% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
11,165
shares
|
$247,528
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
11,160
shares
|
$247,417
0.07% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
10,776
shares
|
$238,903
0.03% of portfolio
|
Q2 2025
Reduced 29.46%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,662
shares
|
$236,376
0.02% of portfolio
|
Q2 2025
Reduced 39.91%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,616
shares
|
$235,356
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
10,494
shares
|
$232,651
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
10,437
shares
|
$231,388
0.08% of portfolio
|
Q4 2024
New holding
|