INVESCO EXCH TRADED FD TR II

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PZT·46138E529·US·etf·Unknown - Unknown

NY AMT FRE MUN

PZT (INVESCO EXCH TRADED FD TR II) is held by 8 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($5.3M), MORGAN STANLEY ($4.2M), LPL Financial LLC ($3.8M). Net institutional sentiment: Mixed.

8

Holders

Avg rating(7 Elite)

$13.6M

Total Value

44% (9)

Fund Consensus

4 buying - 5 selling

Smart Money Verdict

View all

42Weak MomentumSingle Source

Institutional (13F)42

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how PZT's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

11

★★★★

Strong

5

★★★

Solid

5

★★

Below

1

★

Weak

Held by 8 funds

7 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (29)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Decreased	241,844(-26.4%)	$5.3M	0.0%	+2.19%	0
MORGAN STANLEY	Increased	190,533(+17.5%)	$4.2M	0.0%	—	31
LPL Financial LLC	Increased	170,178(+5.9%)	$3.8M	0.0%	+3.42%	28
GUGGENHEIM CAPITAL LLC	Decreased	160,963(-1.9%)	$3.6M	0.0%	—	0
JANE STREET GROUP, LLC	Decreased	85,558(-29.3%)	$1.9M	0.0%	—	0
EP Wealth Advisors, LLC	New	70,770	$1.6M	0.0%	—	35
COMMONWEALTH EQUITY SERVICES, LLC	Increased	52,519(+25.2%)	$1.2M	0.0%	+2.17%	31
Cetera Investment Advisers	Increased	49,531(+4.1%)	$1.1M	0.0%	—	26
ENVESTNET ASSET MANAGEMENT INC	Decreased	47,220(-0.5%)	$1M	0.0%	+6.56%	0
MML INVESTORS SERVICES, LLC	Decreased	35,758(-1.4%)	$789,176	0.0%	+8.38%	0
UBS Group AG	Increased	34,275(+0.3%)	$756,449	0.0%	+4.92%	25
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	New	29,075	$641,685	0.0%	—	34
Kestra Advisory Services, LLC	Increased	17,694(+35.1%)	$390,513	0.0%	+1.12%	31
Wealthfront Advisers LLC	Decreased	14,680(-20.0%)	$323,988	0.0%	+4.00%	0
AMERIPRISE FINANCIAL INC	Decreased	14,139(-0.4%)	$317,267	0.0%	—	0
RAYMOND JAMES FINANCIAL INC	Decreased	10,908(-14.8%)	$240,740	0.0%	—	0
Bank of New York Mellon Corp	Increased	10,359(+7.0%)	$228,619	0.0%	—	17
MGMERCER GLOBAL ADVISORS INC /ADV	New	9,101	$200,851	0.0%	—	32
CITIGROUP INC	Decreased	9,000(-45.5%)	$198,630	0.0%	—	0
JPMORGAN CHASE & CO	Decreased	8,750(-1.3%)	$192,244	0.0%	—	0
WELLS FARGO & COMPANY/MN	Decreased	6,709(-19.4%)	$148,076	0.0%	—	0
ROYAL BANK OF CANADA	Unchanged	6,000	$132,000	0.0%	—	0
OSAIC HOLDINGS, INC.	Decreased	3,267(-87.0%)	$72,122	0.0%	—	0
JONES FINANCIAL COMPANIES LLLP	Increased	2,185(+45.7%)	$48,048	0.0%	—	19
Mariner, LLC	Exited	0(-100.0%)	$227,580	0.0%	—	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$5,311	0.0%	+0.94%	0
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$467,456	0.0%	—	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$251,000	0.0%	—	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$1.1M	0.0%	—	0