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 248 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
36,344
shares
|
$860,262
0.26% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
36,142
shares
|
$855,481
0.5% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
36,128
shares
|
$855,149
0.2% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
35,408
shares
|
$838,107
0.21% of portfolio
|
Q4 2024
Added 7.59%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
33,908
shares
|
$802,602
0.15% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
33,705
shares
|
$797,797
0.08% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
32,501
shares
|
$769,298
0.03% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
31,315
shares
|
$741,226
0.25% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
30,991
shares
|
$733,556
0.15% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
29,935
shares
|
$708,561
0.01% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
28,937
shares
|
$684,938
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
28,739
shares
|
$680,252
0.04% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
28,350
shares
|
$671,044
0.0% of portfolio
|
Q4 2024
Reduced 29.59%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
26,179
shares
|
$619,656
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
25,065
shares
|
$593,288
0.03% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
24,834
shares
|
$587,820
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
24,561
shares
|
$581,358
0.05% of portfolio
|
Q4 2024
Added 31.39%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
22,839
shares
|
$540,599
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
22,826
shares
|
$540,291
0.03% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
22,423
shares
|
$530,752
0.0% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
22,035
shares
|
$521,568
0.0% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
21,796
shares
|
$515,911
0.19% of portfolio
|
Q4 2024
Added 22.86%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
21,468
shares
|
$508,147
0.02% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
21,004
shares
|
$497,164
0.03% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
21,004
shares
|
$497,164
0.17% of portfolio
|
Q4 2024
Added 17.77%
|