Institutional Ownership Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 743,613 shares, which have been reported (via 13F filing form) to have a value of $81.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
7,159
shares
|
$784,626
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,533
shares
|
$716,016
0.01% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,128
shares
|
$671,628
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
6,108
shares
|
$669,436
0.5% of portfolio
|
Q4 2025
Reduced 10.56%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,825
shares
|
$638,420
0.0% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
5,565
shares
|
$609,924
0.25% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$588,771
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,331
shares
|
$584,277
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
5,217
shares
|
$571,783
0.08% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,539
shares
|
$497,474
0.0% of portfolio
|
Q3 2025
Added 25.42%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,467
shares
|
$489,583
0.01% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$475,883
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,288
shares
|
$469,964
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,685
shares
|
$403,876
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,570
shares
|
$391,272
0.0% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,435
shares
|
$376,476
0.13% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$364,968
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,202
shares
|
$350,939
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,140
shares
|
$344,144
0.01% of portfolio
|
Q2 2025
Added 804.9%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,846
shares
|
$311,921
0.0% of portfolio
|
Q3 2025
Reduced 46.07%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,792
shares
|
$306,003
0.02% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,691
shares
|
$294,933
0.01% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
2,611
shares
|
$286,165
0.0% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,060
shares
|
$225,776
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$218,871
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|