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 59 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
8,064
shares
|
$783,336
0.0% of portfolio
|
Q1 2024
Reduced 37.38%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
7,883
shares
|
$765,754
0.0% of portfolio
|
Q1 2024
Reduced 37.78%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
7,027
shares
|
$682,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
May 10, 2024 Q1 2024 |
6,627
shares
|
$643,746
0.38% of portfolio
|
Q4 2023
Reduced 19.11%
|
|
Victory Financial Group, LLC
Austin, TX |
May 14, 2024 Q1 2024 |
6,439
shares
|
$625,484
0.39% of portfolio
|
Q1 2024
Reduced 34.01%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
5,534
shares
|
$537,572
0.0% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
Tnf LLC
|
Apr 25, 2024 Q1 2024 |
4,342
shares
|
$421,781
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
4,137
shares
|
$401,868
0.0% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
4,121
shares
|
$400,313
0.25% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
3,777
shares
|
$366,897
0.0% of portfolio
|
Q1 2023
Reduced 7.47%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
3,685
shares
|
$357,960
0.01% of portfolio
|
Q4 2021
New holding
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
3,408
shares
|
$331,053
0.03% of portfolio
|
Q1 2024
Added 2.19%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
3,350
shares
|
$325,419
0.0% of portfolio
|
Q3 2021
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$323,476
0.01% of portfolio
|
Q4 2023
New holding
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
2,898
shares
|
$281,511
0.02% of portfolio
|
Q1 2024
Added 19.85%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,779
shares
|
$269,952
0.0% of portfolio
|
Q1 2024
Added 2.81%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
2,479
shares
|
$240,810
0.03% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
2,462
shares
|
$239,158
0.0% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
2,452
shares
|
$238,187
0.14% of portfolio
|
Q1 2024
Reduced 31.32%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,390
shares
|
$232,164
0.0% of portfolio
|
Q1 2024
Added 32.12%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,214
shares
|
$215,067
0.0% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$193,988
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,556
shares
|
$151,149
0.01% of portfolio
|
Q4 2023
Added 33.45%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,023
shares
|
$99,374
0.0% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
410
shares
|
$39,827
0.0% of portfolio
|
Q4 2023
New holding
|