Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 44.97% |
$1.07M - $1.25M
|
37.9K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.05K+ 44.44% |
$550K - $645K
|
19.6K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.44K+ 15.71% |
$313K - $367K
|
25.3K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2KNew |
$291K - $342K
|
3.2K
$348K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 804.9% |
$254K - $298K
|
3.14K
$341K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 22.3% |
$240K - $281K
|
14.4K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 39.76% |
$222K - $261K
|
8.6K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 6.2% |
$144K - $169K
|
27.2K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 39.71% |
$136K - $160K
|
5.28K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 64.28% |
$129K - $151K
|
3.62K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31K+ 25.98% |
$119K - $140K
|
6.37K
$692K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.1K+ 23.03% |
$99.8K - $117K
|
5.87K
$637K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
539New |
$49K - $57.5K
|
539
$58.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196+ 3.32% |
$17.8K - $20.9K
|
6.1K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
88New |
$8K - $9.39K
|
88
$9.56K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.63% |
$1.18K - $1.39K
|
2.07K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.25% |
$637 - $747
|
2.81K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$273 - $320
|
2.66K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25- 0.28% |
$2.27K - $2.67K
|
9.05K
$983K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-60- 1.12% |
$5.46K - $6.4K
|
5.28K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-84- 0.48% |
$7.64K - $8.96K
|
17.4K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-100- 14.2% |
$9.09K - $10.7K
|
604
$65.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-124- 4.46% |
$11.3K - $13.2K
|
2.66K
$289K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137- 1.66% |
$12.5K - $14.6K
|
8.13K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-250- 1.58% |
$22.7K - $26.7K
|
15.5K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-273- 6.51% |
$24.8K - $29.1K
|
3.92K
$426K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-290- 4.0% |
$26.4K - $30.9K
|
6.95K
$755K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-290- 4.13% |
$26.4K - $30.9K
|
6.74K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-320- 3.16% |
$29.1K - $34.1K
|
9.8K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-425- 5.69% |
$38.6K - $45.3K
|
7.04K
$765K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 2.29% |
$42.7K - $50.1K
|
20K
$2.18M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-562- 7.35% |
$51.1K - $59.9K
|
7.09K
$770K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-730- 2.77% |
$66.4K - $77.9K
|
25.6K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-800- 6.21% |
$72.7K - $85.3K
|
12.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-849- 11.31% |
$77.2K - $90.6K
|
6.66K
$723K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.19K- 80.26% |
$108K - $127K
|
292
$31.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.51K- 1.82% |
$137K - $161K
|
81.2K
$8.82M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.54K- 7.93% |
$231K - $271K
|
29.5K
$3.2M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.22K- 37.49% |
$293K - $344K
|
5.38K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.82K- 39.04% |
$711K - $834K
|
12.2K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.72K- 7.45% |
$884K - $1.04M
|
121K
$13.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.3K- 23.94% |
$3.84M - $4.51M
|
134K
$14.6M
|