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

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 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 6,533 shares of CZA stock, worth $709,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,533
Previous 7,088 7.83%
Holding current value
$709,679
Previous $756,000 5.16%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 04, 2025
SELL
$105.0 - $110.33 $58,275 - $61,233
-555 Reduced 7.83%
6,533 $717,000
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
67
Shares Held
796K
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
  • Industry ETFs
More about CZA
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email