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 776,440 shares, which have been reported (via 13F filing form) to have a value of $85 Million.

Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Holding	Report Date	shares Held	Holding Value (Reported)	Last Trade	Trade History
Tidemark, LLC San Diego, CA	Aug 11, 2025 Q2 2025	604 shares	$66,506 0.02% of portfolio	Q2 2025 Reduced 14.2%
Ameritas Advisory Services, LLC Lincoln, NE	Jul 21, 2025 Q2 2025	539 shares	$59,349 0.0% of portfolio	Q2 2025 New holding
Northwestern Mutual Wealth Management CO	Aug 13, 2025 Q2 2025	449 shares	$49,439 0.0% of portfolio	Q3 2024 New holding
Steward Partners Investment Advisory, LLC	Aug 12, 2025 Q2 2025	414 shares	$45,585 0.0% of portfolio	Q1 2025 Reduced 45.74%
Principal Securities, Inc. Des Moines, IA	Aug 11, 2025 Q2 2025	410 shares	$45,145 0.0% of portfolio	Q4 2023 New holding
Harbour Investments, Inc. Madison, WI	Jul 28, 2025 Q2 2025	292 shares	$32,152 0.0% of portfolio	Q2 2025 Reduced 80.26%
Retirement Group, LLC	Apr 30, 2024 Q1 2024	241 shares	$26,536 0.01% of portfolio	Q4 2023 Reduced 50.61%
Db Wealth Management Group, LLC San Diego, CA	Jan 09, 2024 Q4 2023	143 shares	$15,745 0.01% of portfolio	Q1 2022 Added 8.33%
Blair William & CO Chicago, IL	Jul 24, 2025 Q2 2025	135 shares	$14,864 0.0% of portfolio	Q1 2022 Reduced 41.3%
Pnc Financial Services Group, Inc. Pittsburgh, PA	Aug 08, 2025 Q2 2025	127 shares	$13,983 0.0% of portfolio	Q2 2024 Reduced 8.63%
Comerica Bank	Aug 13, 2025 Q2 2025	88 shares	$9,689 0.0% of portfolio	Q2 2025 New holding
Sargent Bickham Lagudis LLC	Jan 23, 2023 Q4 2022	73 shares	$8,038 0.0% of portfolio	Q3 2016 New holding
Hhm Wealth Advisors, LLC Chattanooga, TN	Aug 11, 2025 Q2 2025	30 shares	$3,303 0.0% of portfolio	Q2 2021 New holding
Concourse Financial Group Securities, Inc. Birmingham, AL	Aug 12, 2025 Q2 2025	0 shares	$0 100.0% of portfolio	Q2 2025 New holding

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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