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 62 institutions that hold shares in the stock, with a total of 880,796 shares, which have been reported (via 13F filing form) to have a value of $95.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
200,684
shares
|
$21.8 Million
0.01% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
172,665
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 69.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
80,137
shares
|
$8.72 Million
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,550
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
31,143
shares
|
$3.39 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
29,505
shares
|
$3.21 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
25,645
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
24,612
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2024
Added 97.13%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
20,662
shares
|
$2.25 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
20,342
shares
|
$2.21 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
18,320
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
15,785
shares
|
$1.72 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
14,225
shares
|
$1.55 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,808
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
11,450
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
9,842
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.82%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$929,804
0.17% of portfolio
|
Q4 2022
Reduced 3.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,490
shares
|
$923,712
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
7,886
shares
|
$857,996
0.79% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
7,850
shares
|
$854,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
7,690
shares
|
$836,672
0.01% of portfolio
|
Q2 2024
Reduced 7.38%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
7,584
shares
|
$825,139
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,259
shares
|
$789,779
0.0% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
6,671
shares
|
$725,804
0.0% of portfolio
|
Q2 2024
Reduced 17.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
6,300
shares
|
$685,440
0.0% of portfolio
|
Q2 2024
Reduced 25.14%
|