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 884,768 shares, which have been reported (via 13F filing form) to have a value of $93.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
188,477
shares
|
$19.9 Million
0.01% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
171,655
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
82,789
shares
|
$8.76 Million
0.01% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
33,859
shares
|
$3.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
31,958
shares
|
$3.38 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
28,135
shares
|
$2.98 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
26,685
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
20,552
shares
|
$2.17 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
20,342
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
18,009
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
17,946
shares
|
$1.9 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,368
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 96.28%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
15,785
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
13,875
shares
|
$1.47 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,844
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
11,242
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,925
shares
|
$944,086
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,743
shares
|
$924,834
0.0% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,546
shares
|
$903,995
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
|
$898,072
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,454
shares
|
$894,264
0.01% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
7,932
shares
|
$839,046
0.75% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,584
shares
|
$802,235
0.01% of portfolio
|
Q2 2024
Reduced 11.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
7,526
shares
|
$796,100
0.0% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,437
shares
|
$680,905
0.0% of portfolio
|
Q4 2024
Added 0.56%
|