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 |
---|---|---|---|---|---|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
241
shares
|
$23,410
0.01% of portfolio
|
Q4 2023
Reduced 50.61%
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
143
shares
|
$13,891
0.01% of portfolio
|
Q1 2022
Added 8.33%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
142
shares
|
$13,793
0.0% of portfolio
|
Q4 2023
Added 1.43%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
139
shares
|
$13,502
0.0% of portfolio
|
Q4 2022
Reduced 84.0%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
135
shares
|
$13,113
0.0% of portfolio
|
Q1 2022
Reduced 41.3%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$7,091
0.0% of portfolio
|
Q3 2016
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
31
shares
|
$3,011
0.0% of portfolio
|
Q2 2023
Reduced 65.17%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
30
shares
|
$2,914
0.0% of portfolio
|
Q2 2021
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|