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 42 institutions that hold shares in the stock, with a total of 2.38 Million shares, which have been reported (via 13F filing form) to have a value of $54.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
10,312
shares
|
$236,454
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,808
shares
|
$224,897
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
9,126
shares
|
$209,259
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,900
shares
|
$204,077
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
8,800
shares
|
$201,784
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
8,133
shares
|
$186,489
0.0% of portfolio
|
Q2 2024
Added 4.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
5,992
shares
|
$137,396
0.0% of portfolio
|
Q2 2024
Reduced 7.67%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
4,611
shares
|
$105,730
0.0% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,164
shares
|
$95,480
0.0% of portfolio
|
Q1 2020
Reduced 27.11%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,280
shares
|
$75,210
0.0% of portfolio
|
Q2 2023
Reduced 12.74%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,727
shares
|
$39,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
1,435
shares
|
$32,904
0.0% of portfolio
|
Q1 2024
Added 962.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
739
shares
|
$16,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
693
shares
|
$15,890
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
572
shares
|
$13,115
0.0% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
401
shares
|
$9,194
0.0% of portfolio
|
Q2 2024
Added 0.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|