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 44 institutions that hold shares in the stock, with a total of 2.66 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,241
shares
|
$442,158
0.0% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
15,432
shares
|
$354,627
0.0% of portfolio
|
Q4 2024
Reduced 43.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,632
shares
|
$313,263
0.0% of portfolio
|
Q4 2024
Reduced 32.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,000
shares
|
$298,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,943
shares
|
$251,470
0.0% of portfolio
|
Q4 2024
Added 1434.78%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
10,929
shares
|
$251,148
0.16% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
10,312
shares
|
$236,969
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,126
shares
|
$209,715
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,900
shares
|
$204,522
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,310
shares
|
$167,983
0.0% of portfolio
|
Q4 2024
Reduced 10.12%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
4,990
shares
|
$114,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$95,688
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$91,920
0.0% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,170
shares
|
$49,866
0.0% of portfolio
|
Q4 2024
Reduced 53.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
667
shares
|
$15,327
0.0% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
407
shares
|
$9,352
0.0% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
338
shares
|
$7,767
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$1,034
0.0% of portfolio
|
Q4 2024
Reduced 90.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|