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 70 institutions that hold shares in the stock, with a total of 745,694 shares, which have been reported (via 13F filing form) to have a value of $81.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
129,054
shares
|
$14.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
112,553
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,091
shares
|
$8.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
37,023
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
28,500
shares
|
$3.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
24,462
shares
|
$2.68 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
19,812
shares
|
$2.17 Million
1.11% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,796
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
16,644
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
16,142
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
15,535
shares
|
$1.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
15,126
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
12,203
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,613
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 20, 2025 Q3 2025 |
11,575
shares
|
$1.27 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
10,679
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 57.8%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
9,821
shares
|
$1.08 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
9,403
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$936,641
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
|
$930,504
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,180
shares
|
$896,528
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
8,117
shares
|
$889,623
0.0% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,634
shares
|
$836,686
0.0% of portfolio
|
Q3 2025
Reduced 71.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
7,505
shares
|
$822,548
0.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,329
shares
|
$803,258
0.0% of portfolio
|
Q3 2025
Added 15.11%
|
|