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 280 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
10,334
shares
|
$240,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,157
shares
|
$236,454
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
9,990
shares
|
$232,567
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
9,848
shares
|
$229,261
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 07, 2026 Q4 2025 |
9,787
shares
|
$227,841
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,639
shares
|
$224,395
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
9,573
shares
|
$222,859
0.01% of portfolio
|
Q3 2025
Reduced 87.43%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
9,346
shares
|
$217,574
0.0% of portfolio
|
Q4 2025
Reduced 14.19%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
9,300
shares
|
$216,504
0.07% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
9,175
shares
|
$213,594
0.05% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
9,150
shares
|
$213,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
9,140
shares
|
$212,779
0.03% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
8,878
shares
|
$206,679
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
8,843
shares
|
$205,865
0.0% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
8,831
shares
|
$205,585
0.11% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
7,822
shares
|
$182,096
0.01% of portfolio
|
Q4 2025
Reduced 86.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
6,908
shares
|
$160,818
0.0% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,758
shares
|
$157,326
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$156,674
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,161
shares
|
$143,428
0.0% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
6,010
shares
|
$139,912
0.09% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
5,707
shares
|
$132,858
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,598
shares
|
$130,321
0.01% of portfolio
|
Q3 2025
Added 379.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
5,441
shares
|
$126,666
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
4,690
shares
|
$109,183
0.01% of portfolio
|
Q3 2025
Reduced 3.74%
|
|