Who Owns INVESCO EXCH TRADED FD TR II (PZT)? -- Institutional Holders (2026-06-30)
50 institutions reported holding $55.1M of INVESCO EXCH TRADED FD TR II (PZT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($8.0M), MORGAN STANLEY ($6.1M), BANK OF AMERICA CORP /DE/ ($5.1M), LPL Financial LLC ($4.1M), HighTower Advisors, LLC ($4.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $8.0M | 353,654 | Added |
| 2 | MORGAN STANLEY | $6.1M | 266,661 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $5.1M | 223,354 | Added |
| 4 | LPL Financial LLC | $4.1M | 181,469 | Added |
| 5 | HighTower Advisors, LLC | $4.1M | 179,547 | Trimmed |
| 6 | GUGGENHEIM CAPITAL LLC | $3.6M | 160,229 | Trimmed |
| 7 | Miracle Mile Advisors, LLC | $2.6M | 113,348 | Added |
| 8 | Note Advisors, LLC | $1.9M | 81,448 | Added |
| 9 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $1.7M | 76,674 | Hold |
| 10 | Tortoise Investment Management, LLC | $1.6M | 70,547 | Added |
| 11 | JANE STREET GROUP, LLC | $1.2M | 50,852 | Trimmed |
| 12 | Cetera Investment Advisers | $1.1M | 49,982 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 49,048 | Added |
| 14 | Stratos Wealth Partners, LTD. | $1.0M | 46,092 | Added |
| 15 | SAX WEALTH ADVISORS, LLC | $954,118 | 43,231 | Added |
| 16 | JPMORGAN CHASE & CO | $902,932 | 39,794 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $852,581 | 37,501 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $822,837 | 36,193 | Trimmed |
| 19 | AMERIPRISE FINANCIAL INC | $817,700 | 36,986 | Added |
| 20 | EP Wealth Advisors, LLC | $712,275 | 31,330 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $628,029 | 27,625 | Added |
| 22 | Arax Advisory Partners | $562,227 | 24,730 | New |
| 23 | Layline Advisors, LLC | $498,817 | 21,941 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $435,000 | 19,112 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $410,029 | 18,035 | Added |
Source: SEC Form 13F filings · as of 2026-06-30