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 852,593 shares, which have been reported (via 13F filing form) to have a value of $84.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,467
shares
|
$742,966
0.0% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
7,244
shares
|
$720,778
0.72% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,025
shares
|
$698,987
0.0% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
6,832
shares
|
$679,784
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,152
shares
|
$612,124
0.0% of portfolio
|
Q1 2025
Added 23.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,905
shares
|
$587,547
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
5,865
shares
|
$583,567
0.35% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,372
shares
|
$534,514
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
5,338
shares
|
$531,131
0.11% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
5,054
shares
|
$502,873
0.0% of portfolio
|
Q1 2025
Reduced 16.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
4,767
shares
|
$474,316
0.01% of portfolio
|
Q1 2025
Reduced 21.32%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
4,342
shares
|
$432,029
0.17% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,288
shares
|
$426,656
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,193
shares
|
$417,203
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,777
shares
|
$375,811
0.0% of portfolio
|
Q1 2023
Reduced 7.47%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,685
shares
|
$366,657
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,435
shares
|
$341,782
0.16% of portfolio
|
Q1 2025
Reduced 10.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,330
shares
|
$331,335
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
2,801
shares
|
$278,699
0.02% of portfolio
|
Q1 2025
Reduced 14.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
2,782
shares
|
$276,809
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,653
shares
|
$263,973
0.02% of portfolio
|
Q1 2025
Reduced 11.48%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,091
shares
|
$208,054
0.02% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,060
shares
|
$204,970
0.0% of portfolio
|
Q4 2024
Reduced 33.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,997
shares
|
$198,701
0.01% of portfolio
|
Q1 2020
Added 8.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,479
shares
|
$147,160
0.0% of portfolio
|
Q4 2024
Reduced 4.95%
|