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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,547
shares
|
$202,307
0.01% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,651
shares
|
$181,099
0.0% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,493
shares
|
$177,359
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
7,435
shares
|
$175,986
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
7,382
shares
|
$174,731
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
6,884
shares
|
$162,944
0.11% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
6,730
shares
|
$159,299
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
6,500
shares
|
$153,855
0.04% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,912
shares
|
$139,937
0.01% of portfolio
|
Q4 2024
Added 63.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,301
shares
|
$101,804
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,344
shares
|
$79,152
0.0% of portfolio
|
Q2 2024
Added 40.92%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,889
shares
|
$68,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,856
shares
|
$67,601
0.0% of portfolio
|
Q4 2024
Reduced 20.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
2,373
shares
|
$56,168
0.0% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,363
shares
|
$55,932
0.01% of portfolio
|
Q4 2024
Reduced 59.26%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,206
shares
|
$52,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,802
shares
|
$42,653
0.0% of portfolio
|
Q4 2024
Reduced 37.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,771
shares
|
$41,919
0.0% of portfolio
|
Q4 2024
Reduced 73.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,676
shares
|
$39,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
1,626
shares
|
$38,487
0.01% of portfolio
|
Q2 2024
Reduced 78.92%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,590
shares
|
$37,635
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,536
shares
|
$36,357
0.08% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$35,505
0.0% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,339
shares
|
$31,694
0.0% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,142
shares
|
$27,031
0.05% of portfolio
|
Q3 2022
Added 0.88%
|