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 70 institutions that hold shares in the stock, with a total of 745,694 shares, which have been reported (via 13F filing form) to have a value of $81.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$218,871
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,012
shares
|
$110,915
0.0% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
604
shares
|
$66,198
0.02% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
449
shares
|
$49,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
414
shares
|
$45,374
0.0% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
410
shares
|
$44,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
388
shares
|
$42,524
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
321
shares
|
$35,181
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
254
shares
|
$27,838
0.0% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
241
shares
|
$26,413
0.01% of portfolio
|
Q4 2023
Reduced 50.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
143
shares
|
$15,672
0.01% of portfolio
|
Q1 2022
Added 8.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
135
shares
|
$14,796
0.0% of portfolio
|
Q1 2022
Reduced 41.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
127
shares
|
$13,919
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
88
shares
|
$9,644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$8,000
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
60
shares
|
$6,576
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
59
shares
|
$6,466
0.0% of portfolio
|
Q3 2025
Reduced 89.05%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
30
shares
|
$3,288
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8
shares
|
$876
0.0% of portfolio
|
Q3 2025
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
|
|