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 64 institutions that hold shares in the stock, with a total of 846,977 shares, which have been reported (via 13F filing form) to have a value of $89.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
6,418
shares
|
$674,724
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,401
shares
|
$672,937
0.0% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
6,174
shares
|
$649,072
0.33% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,073
shares
|
$638,454
0.28% of portfolio
|
Q2 2024
Reduced 5.68%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
6,065
shares
|
$637,613
0.02% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$564,758
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$456,474
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,220
shares
|
$443,648
0.0% of portfolio
|
Q2 2024
Added 2.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,959
shares
|
$416,209
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,859
shares
|
$405,696
0.19% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
3,777
shares
|
$397,076
0.0% of portfolio
|
Q1 2023
Reduced 7.47%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,685
shares
|
$387,404
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,345
shares
|
$351,659
0.02% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$350,082
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,140
shares
|
$330,108
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,104
shares
|
$326,323
0.0% of portfolio
|
Q3 2024
Added 49.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,075
shares
|
$323,274
0.02% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
2,877
shares
|
$302,459
0.0% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,577
shares
|
$270,920
0.0% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,479
shares
|
$260,617
0.03% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$209,944
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,912
shares
|
$201,008
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,556
shares
|
$163,582
0.01% of portfolio
|
Q4 2023
Added 33.45%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,464
shares
|
$153,910
0.0% of portfolio
|
Q3 2024
Reduced 35.56%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,384
shares
|
$145,499
0.0% of portfolio
|
Q3 2024
Reduced 52.18%
|