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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
963
shares
|
$95,818
0.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
704
shares
|
$70,048
0.03% of portfolio
|
Q2 2024
Reduced 71.29%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
449
shares
|
$44,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
414
shares
|
$41,193
0.0% of portfolio
|
Q1 2025
Reduced 45.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
410
shares
|
$40,795
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
347
shares
|
$34,526
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
241
shares
|
$23,979
0.01% of portfolio
|
Q4 2023
Reduced 50.61%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
143
shares
|
$14,228
0.01% of portfolio
|
Q1 2022
Added 8.33%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
143
shares
|
$14,228
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
135
shares
|
$13,432
0.0% of portfolio
|
Q1 2022
Reduced 41.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
127
shares
|
$12,636
0.0% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
73
shares
|
$7,263
0.0% of portfolio
|
Q3 2016
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
30
shares
|
$2,985
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|