J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 7,088 shares of CZA stock, worth $769,969. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,088

Previous 7,650 7.35%

Holding current value

$769,969

Previous $794,000 4.79%

% of portfolio

0.02%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$90.93 - $106.67 $51,102 - $59,948	-562 Reduced 7.35%	7,088 $756,000
Q1 2025 May 05, 2025	BUY	$101.07 - $108.24 $773,185 - $828,036	7,650 New	7,650 $794,000
Q4 2020 Feb 12, 2021	SELL	$66.13 - $77.24 $804,273 - $939,392	-12,162 Closed	0 $0
Q3 2020 Nov 05, 2020	BUY	$60.32 - $68.28 $733,611 - $830,421	12,162 New	12,162 $802,000

Others Institutions Holding CZA

# of Institutions

Shares Held

772K

Call Options Held

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker CZA
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J.W. Cole Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History