Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (CZA)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (CZA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.05K+ 44.44% |
$550K - $645K
|
19.6K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.44K+ 15.71% |
$313K - $367K
|
25.3K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.2KNew |
$291K - $342K
|
3.2K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.79K+ 804.9% |
$254K - $298K
|
3.14K
$333K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.63K+ 22.3% |
$240K - $281K
|
14.4K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.45K+ 39.76% |
$222K - $261K
|
8.6K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.59K+ 6.2% |
$144K - $169K
|
27.2K
$2.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 39.71% |
$136K - $160K
|
5.28K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.42K+ 64.28% |
$129K - $151K
|
3.62K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.31K+ 25.98% |
$119K - $140K
|
6.37K
$675K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.1K+ 23.03% |
$99.8K - $117K
|
5.87K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
539New |
$49K - $57.5K
|
539
$57.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
196+ 3.32% |
$17.8K - $20.9K
|
6.1K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
88New |
$8K - $9.39K
|
88
$9.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.63% |
$1.18K - $1.39K
|
2.07K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7+ 0.25% |
$637 - $747
|
2.81K
$298K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$273 - $320
|
2.66K
$282K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
7.34K+ 40.92% |
$742K - $795K
|
25.3K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.83KNew |
$691K - $739K
|
6.83K
$724K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32KNew |
$3.32M - $3.63M
|
32K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.68KNew |
$590K - $645K
|
5.68K
$602K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.7% |
$104 - $114
|
143
$15.2K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.7KNew |
$1.62M - $1.81M
|
16.7K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.8KNew |
$1.14M - $1.28M
|
11.8K
$1.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.14KNew |
$303K - $340K
|
3.14K
$333K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.91KNew |
$185K - $207K
|
1.91K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
449New |
$43.3K - $48.6K
|
449
$47.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.85KNew |
$746K - $792K
|
7.85K
$832K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232New |
$22.1K - $23.4K
|
232
$24.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126New |
$12K - $12.7K
|
126
$13.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.46KNew |
$497K - $555K
|
5.46K
$579K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
560KNew |
$44.7M - $52.8M
|
560K
$59.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7.66KNew |
$612K - $722K
|
7.66K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.33KNew |
$266K - $314K
|
3.33K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
410New |
$32.8K - $38.6K
|
410
$43.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$30.4K - $35.8K
|
380
$40.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$16K - $18.9K
|
200
$21.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
22+ 0.51% |
$1.76K - $2.07K
|
4.34K
$460K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.25% |
$399 - $471
|
1.98K
$210K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
350New |
$29.7K - $32.2K
|
350
$37.1K
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
377+ 9.05% |
$31.3K - $33.6K
|
4.54K
$482K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$914 - $982
|
11
$1.17K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.33KNew |
$441K - $507K
|
5.33K
$565K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$414 - $476
|
5
$530
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.19K+ 100.0% |
$174K - $204K
|
4.38K
$464K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
518New |
$41.4K - $49.1K
|
518
$54.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
250+ 1.91% |
$20K - $23.7K
|
13.3K
$1.42M
|
|