Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 1628.1% |
$2.44M - $2.62M
|
25.6K
$2.69M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.5K+ 666.01% |
$1.06M - $1.14M
|
12.1K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.65KNew |
$773K - $828K
|
7.65K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
7.34K+ 40.92% |
$742K - $795K
|
25.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.83KNew |
$691K - $739K
|
6.83K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.5K+ 33.62% |
$556K - $596K
|
21.9K
$2.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.36K+ 249.26% |
$542K - $580K
|
7.51K
$789K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.92K+ 2.87% |
$497K - $532K
|
177K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.38K+ 15.8% |
$140K - $149K
|
10.1K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.19K+ 23.98% |
$120K - $129K
|
6.15K
$646K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 9.13% |
$59.4K - $63.6K
|
7.03K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
570+ 5.07% |
$57.6K - $61.7K
|
11.8K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347New |
$35.1K - $37.6K
|
347
$36.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
146+ 1.64% |
$14.8K - $15.8K
|
9.07K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
47+ 1.72% |
$4.75K - $5.09K
|
2.78K
$292K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.24% |
$5.05K - $5.41K
|
20.5K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50- 1.18% |
$5.05K - $5.41K
|
4.19K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59- 0.07% |
$5.96K - $6.39K
|
82.7K
$8.69M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-59- 0.78% |
$5.96K - $6.39K
|
7.47K
$784K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 1.7% |
$7.48K - $8.01K
|
4.29K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-183- 2.16% |
$18.5K - $19.8K
|
8.27K
$869K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 3.2% |
$19.6K - $21K
|
5.87K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-240- 1.73% |
$24.3K - $26K
|
13.6K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-324- 1.59% |
$32.7K - $35.1K
|
20K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-344- 11.48% |
$34.8K - $37.2K
|
2.65K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-349- 45.74% |
$35.3K - $37.8K
|
414
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-388- 6.17% |
$39.2K - $42K
|
5.91K
$620K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-400- 16.06% |
$40.4K - $43.3K
|
2.09K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-424- 10.99% |
$42.9K - $45.9K
|
3.44K
$361K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-486- 14.79% |
$49.1K - $52.6K
|
2.8K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-545- 2.04% |
$55.1K - $59K
|
26.1K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-553- 3.07% |
$55.9K - $59.9K
|
17.5K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-688- 8.67% |
$69.5K - $74.5K
|
7.24K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-867- 13.97% |
$87.6K - $93.8K
|
5.34K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1K- 7.21% |
$101K - $108K
|
12.9K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1K- 16.53% |
$101K - $108K
|
5.05K
$531K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.29K- 21.32% |
$131K - $140K
|
4.77K
$501K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.78K- 6.32% |
$180K - $193K
|
26.4K
$2.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 5.42% |
$186K - $199K
|
32K
$3.36M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.9K- 81.8% |
$1M - $1.07M
|
2.2K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58K- 30.79% |
$5.86M - $6.28M
|
130K
$13.7M
|