PZT institutional holders

INVESCO EXCH TRADED FD TR II · 13F, 2026Q2

Managers holding44
Shares held2,428,333
Reported value$55.1m
Quarter flows7 new, 25 added, 8 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Hennion & Walsh Asset Management, Inc.353,654$8.0m0.2%
MORGAN STANLEY266,661$6.1m0.0%
BANK OF AMERICA CORP /DE/223,354$5.1m0.0%
LPL Financial LLC181,469$4.1m0.0%
HighTower Advisors, LLC179,547$4.1m0.0%
GUGGENHEIM CAPITAL LLC160,229$3.6m0.0%
Composition Wealth, LLC113,348$2.6m0.0%
Note Advisors, LLC81,448$1.9m0.8%
AMERICAN FINANCIAL & TAX STRATEGIES INC76,674$1.7m0.8%
Tortoise Investment Management, LLC70,547$1.6m0.1%
JANE STREET GROUP, LLC50,852$1.2m0.0%
Cetera Investment Advisers49,982$1.1m0.0%
ENVESTNET ASSET MANAGEMENT INC49,048$1.1m0.0%
Stratos Wealth Partners, LTD.46,092$1.0m0.0%
SAX WEALTH ADVISORS, LLC43,231$954,1180.0%
JPMORGAN CHASE & CO39,794$902,9320.0%
MML INVESTORS SERVICES, LLC37,501$852,5810.0%
COMMONWEALTH EQUITY SERVICES, LLC36,193$822,8370.0%
AMERIPRISE FINANCIAL INC36,986$817,7000.0%
EP Wealth Advisors, LLC31,330$712,2750.0%
OSAIC HOLDINGS, INC.27,625$628,0290.0%
Arax Advisory Partners24,730$562,2270.0%
Layline Advisors, LLC21,941$498,8170.4%
Cambridge Investment Research Advisors, Inc.19,112$435,0000.0%
Kestra Advisory Services, LLC18,035$410,0290.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PZT"). PZT price history · All 13F data

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