Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
718K+ 619.92% |
N/A
|
833K
$80.7M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25.4KNew |
N/A
|
25.4K
$2.46M
|
|
May 14, 2021
Q1 2021
|
Imc Chicago, LLC
|
BUY
|
- |
21.5KNew |
N/A
|
21.5K
$2.08M
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 238.05% |
N/A
|
20.9K
$2.03M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.33K+ 7.64% |
N/A
|
117K
$11.4M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.99K+ 15.34% |
N/A
|
30K
$2.9M
|
|
May 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.88K+ 9.86% |
N/A
|
43.2K
$4.18M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 5.43% |
N/A
|
24K
$2.32M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
943+ 7.79% |
N/A
|
13K
$1.26M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
538+ 26.94% |
N/A
|
2.54K
$245K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
459New |
N/A
|
459
$44.4K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
304+ 2.28% |
N/A
|
13.7K
$1.32M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 126.05% |
N/A
|
269
$26K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
136New |
N/A
|
136
$13.2K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119New |
N/A
|
119
$11.5K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 24.0% |
N/A
|
62
$6K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-38- 0.13% |
N/A
|
29.4K
$2.84M
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-39- 0.2% |
N/A
|
19.4K
$1.88M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-194- 5.52% |
N/A
|
3.32K
$321K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-198- 4.85% |
N/A
|
3.89K
$376K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-500- 8.97% |
N/A
|
5.08K
$491K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-598- 11.53% |
N/A
|
4.59K
$444K
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-646- 17.05% |
N/A
|
3.14K
$304K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-715Closed |
N/A
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-900- 17.32% |
N/A
|
4.3K
$416K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.26K- 64.15% |
N/A
|
704
$68.1K
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.3K- 92.48% |
N/A
|
106
$10.3K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 19.94% |
N/A
|
6.64K
$643K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.16KClosed |
N/A
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-3.24K- 19.41% |
N/A
|
13.4K
$1.3M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 18.0% |
N/A
|
19.4K
$1.88M
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.66KClosed |
N/A
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.98K- 31.66% |
N/A
|
21.6K
$2.09M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-13.5K- 18.56% |
N/A
|
59.4K
$5.75M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.5K- 49.53% |
N/A
|
24K
$2.32M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.4K- 19.46% |
N/A
|
105K
$10.2M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-61.9K- 64.26% |
N/A
|
34.4K
$3.33M
|