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 65 institutions that hold shares in the stock, with a total of 888,990 shares, which have been reported (via 13F filing form) to have a value of $95 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,479
shares
|
$157,602
0.0% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
963
shares
|
$102,617
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
763
shares
|
$81,305
0.0% of portfolio
|
Q4 2024
Reduced 47.88%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
704
shares
|
$75,018
0.03% of portfolio
|
Q2 2024
Reduced 71.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
449
shares
|
$47,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
410
shares
|
$43,689
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
241
shares
|
$25,680
0.01% of portfolio
|
Q4 2023
Reduced 50.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
143
shares
|
$15,238
0.01% of portfolio
|
Q1 2022
Added 8.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
143
shares
|
$15,238
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
135
shares
|
$14,385
0.0% of portfolio
|
Q1 2022
Reduced 41.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
127
shares
|
$13,533
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$7,778
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31
shares
|
$3,303
0.0% of portfolio
|
Q2 2023
Reduced 65.17%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,196
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|