13F Insight
DOSSIER · 13F Holders · Q3 2026
PZT

INVESCO EXCH TRADED FD TR II

48 institutions still hold INVESCO EXCH TRADED FD TR II as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138E529·48 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
48
filers reporting
Concentration
13.83%
Hennion & Walsh Asset Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

48 institutions reported PZT in Q3 2026. Hennion & Walsh Asset Management, Inc. leads at 13.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$7M319K0.19%Q3 202602
MORGAN STANLEY
CIK 0000895421
$6M267K0.00%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M223K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$4M181K0.00%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$4M180K0.00%Q2 202606
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$4M160K0.02%Q2 202607
Miracle Mile Advisors, LLC
CIK 0001585859
$3M113K0.03%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M86K0.00%Q1 202609
Note Advisors, LLC
CIK 0002056243
$2M81K0.80%Q2 202610
Tortoise Investment Management, LLC
CIK 0001599511
$2M71K0.12%Q2 202611
AMERICAN FINANCIAL & TAX STRATEGIES INC
CIK 0000911927
$2M77K0.73%Q3 202612
Cetera Investment Advisers
CIK 0001666741
$1M50K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M49K0.00%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$1M46K0.01%Q2 202615
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$1M49K0.03%Q3 202616
JPMORGAN CHASE & CO
CIK 0000019617
$903K40K0.00%Q2 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$853K38K0.00%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$823K36K0.00%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$818K37K0.00%Q2 202620
Passumpsic Savings Bank
CIK 0002023170
$768K34K0.42%Q4 2025
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