PZA — Invesco Exch Traded Fd Tr II Institutional Holders · Q3 2026
Who owns Invesco Exch Traded Fd Tr II (PZA)? 19 institutions reported holding $22.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($13.8M), Confluence Investment Management LLC ($3.9M), First Heartland Consultants, Inc. ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $13.8M | 644,939 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $3.9M | 184,114 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $1.5M | 68,225 | Trimmed |
| 4 | Venture Visionary Partners LLC | $977,266 | 45,688 | Trimmed |
| 5 | Apeiron RIA LLC | $595,562 | 27,817 | Hold |
| 6 | Balefire, LLC | $511,028 | 23,891 | Added |
| 7 | TITLEIST ASSET MANAGEMENT, LLC | $399,009 | 18,654 | Added |
| 8 | KFA Private Wealth Group, LLC | $319,117 | 14,919 | Trimmed |
| 9 | Farther Finance Advisors, LLC | $242,701 | 11,346 | Added |
| 10 | First Citizens Financial Corp | $211,761 | 9,900 | Trimmed |
| 11 | CX Institutional | $131,000 | 6,143 | Trimmed |
| 12 | MassMutual Private Wealth & Trust, FSB | $79,977 | 3,739 | Trimmed |
| 13 | CoreCap Advisors, LLC | $12,761 | 596 | Added |
| 14 | Versant Capital Management, Inc | $5,519 | 258 | Hold |
| 15 | KWMG, LLC | $0 | 0 | Exited |
| 16 | Wedmont Private Capital | $0 | 0 | Exited |
| 17 | PFW Advisors LLC | $0 | 0 | Exited |
| 18 | GAMMA Investing LLC | $0 | 0 | Exited |
| 19 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30