Creative Planning Invesco Exchange Traded Fd Tr Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Creative Planning holds 2,846 shares of CZA stock, worth $311,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,846
Previous 5,277 46.07%
Holding current value
$311,921
Previous $562,000 44.48%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$105.0 - $110.33 $255,255 - $268,212
-2,431 Reduced 46.07%
2,846 $312,000
Q2 2025

Aug 08, 2025
BUY
$90.93 - $106.67 $136,395 - $160,005
1,500 Added 39.71%
5,277 $562,000
Q1 2023

May 15, 2023
SELL
$82.74 - $95.11 $25,235 - $29,008
-305 Reduced 7.47%
3,777 $329,000
Q4 2022

Feb 10, 2023
BUY
$79.52 - $93.19 $47,473 - $55,634
597 Added 17.13%
4,082 $362,000
Q2 2021

Aug 04, 2021
BUY
$84.93 - $91.75 $295,981 - $319,748
3,485 New
3,485 $313,000
Q4 2019

Jan 30, 2020
SELL
$69.9 - $78.32 $214,453 - $240,285
-3,068 Closed
0 $0
Q3 2019

Nov 01, 2019
SELL
$72.37 - $73.51 $11,289 - $11,467
-156 Reduced 4.84%
3,068 $223,000
Q2 2019

Jul 26, 2019
BUY
N/A
3,224 New
3,224 $231,000

Others Institutions Holding CZA

# of Institutions
70
Shares Held
746K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

CZA Quotes by TradingView
  • Ticker CZA
  • Sector ETFs
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More about CZA
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