Institutional Ownership Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 846,977 shares, which have been reported (via 13F filing form) to have a value of $94.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
181,287
shares
|
$20.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
170,735
shares
|
$19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
80,137
shares
|
$8.93 Million
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,550
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
29,505
shares
|
$3.29 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
26,026
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
20,662
shares
|
$2.3 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
20,342
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
17,932
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
16,738
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
16,738
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
15,785
shares
|
$1.76 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
14,225
shares
|
$1.59 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,808
shares
|
$1.32 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
11,450
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,310
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$952,793
0.17% of portfolio
|
Q4 2022
Reduced 3.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,490
shares
|
$946,550
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
8,339
shares
|
$929,715
0.0% of portfolio
|
Q3 2024
Added 148.93%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,270
shares
|
$922,022
0.01% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
8,261
shares
|
$921,018
0.0% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
7,886
shares
|
$879,210
0.79% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,584
shares
|
$845,540
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,199
shares
|
$802,616
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,564
shares
|
$731,820
0.0% of portfolio
|
Q3 2024
Added 5.46%
|