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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
10,488
shares
|
$246,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
10,280
shares
|
$242,094
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
10,279
shares
|
$242,070
0.0% of portfolio
|
Q4 2024
Reduced 52.98%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,194
shares
|
$240,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,990
shares
|
$235,264
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
9,990
shares
|
$235,264
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
9,911
shares
|
$233,404
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
9,898
shares
|
$233,097
0.03% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
9,770
shares
|
$230,083
0.05% of portfolio
|
Q4 2024
Reduced 24.12%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
9,574
shares
|
$225,467
0.04% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
9,294
shares
|
$218,873
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
9,250
shares
|
$217,837
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
9,196
shares
|
$216,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
9,192
shares
|
$216,471
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,176
shares
|
$216,094
0.12% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
8,974
shares
|
$211,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
8,904
shares
|
$209,689
0.0% of portfolio
|
Q4 2024
Added 172.54%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
8,741
shares
|
$205,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,547
shares
|
$201,281
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,393
shares
|
$197,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,493
shares
|
$176,460
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,435
shares
|
$175,094
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,382
shares
|
$173,846
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6,884
shares
|
$162,118
0.11% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$158,491
0.53% of portfolio
|
Q2 2022
New holding
|