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 $88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
963
shares
|
$100,046
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
704
shares
|
$73,138
0.03% of portfolio
|
Q2 2024
Reduced 71.29%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
575
shares
|
$59,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
449
shares
|
$46,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
410
shares
|
$42,594
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
241
shares
|
$25,037
0.01% of portfolio
|
Q4 2023
Reduced 50.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
143
shares
|
$14,856
0.01% of portfolio
|
Q1 2022
Added 8.33%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
142
shares
|
$14,752
0.0% of portfolio
|
Q4 2023
Added 1.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
135
shares
|
$14,025
0.0% of portfolio
|
Q1 2022
Reduced 41.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
127
shares
|
$13,194
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$7,583
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31
shares
|
$3,220
0.0% of portfolio
|
Q2 2023
Reduced 65.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
30
shares
|
$3,116
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|