Institutional Ownership Invesco ETF Tr Ii N Y Amt Fre (PZT)
This table provides information about the institutional ownership of Invesco ETF Tr Ii N Y Amt Fre (PZT). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $61.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
655,429
shares
|
$14.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
342,794
shares
|
$7.36 Million
0.13% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
234,136
shares
|
$5.02 Million
0.22% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
208,935
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
202,758
shares
|
$4.35 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
167,307
shares
|
$3.59 Million
0.0% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
110,955
shares
|
$2.38 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
98,412
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
86,759
shares
|
$1.86 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
76,370
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
64,092
shares
|
$1.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.77%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
59,873
shares
|
$1.28 Million
1.09% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
48,141
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
37,578
shares
|
$806,423
0.0% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
36,751
shares
|
$788,676
0.0% of portfolio
|
Q2 2025
Added 88.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
36,114
shares
|
$775,006
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
35,839
shares
|
$769,104
0.0% of portfolio
|
Q2 2025
Reduced 35.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
30,998
shares
|
$665,217
0.0% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
30,670
shares
|
$658,178
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,452
shares
|
$653,499
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
29,534
shares
|
$633,799
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
21,050
shares
|
$451,733
0.12% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,852
shares
|
$447,483
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
20,760
shares
|
$445,509
0.24% of portfolio
|
Q4 2024
Added 26.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
20,713
shares
|
$444,500
0.0% of portfolio
|
Q1 2025
Reduced 4.55%
|