# INVESCO EXCH TRADED FD TR II (PZA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PZA/

- Reporting holders: 13
- Reported value: $22.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $13.8M | 644,939 | 0.4% | 16 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $3.9M | 184,114 | 0.1% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.5M | 68,225 | 0.1% | 29 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $977.3K | 45,688 | 0.0% | 2 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $595.6K | 27,817 | 0.1% | 2 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $511.0K | 23,891 | 0.1% | 2 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $399.0K | 18,654 | 0.0% | 3 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $319.1K | 14,919 | 0.1% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $242.7K | 11,346 | 0.0% | 10 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $211.8K | 9,900 | 0.1% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $80.0K | 3,739 | 0.0% | 23 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $12.8K | 596 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $5.5K | 258 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $131 | 6,143 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $22.5M |
| Q2 2026 | 326 | $4.0B |
| Q1 2026 | 298 | $3.7B |
| Q4 2025 | 270 | $2.4B |
| Q3 2025 | 255 | $2.4B |
| Q2 2025 | 227 | $1.9B |
| Q1 2025 | 216 | $2.1B |
| Q4 2024 | 231 | $2.2B |
| Q3 2024 | 218 | $2.0B |
| Q2 2024 | 209 | $1.9B |
| Q1 2024 | 198 | $1.9B |
| Q4 2023 | 204 | $1.8B |