Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.7K+ 13.36% |
$2.95M - $3.39M
|
303K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.1K+ 119.13% |
$1M - $1.15M
|
22.3K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 49.64% |
$969K - $1.11M
|
35.3K
$3.94M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.75K+ 172.15% |
$558K - $642K
|
10.7K
$1.19M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
5.33KNew |
$441K - $507K
|
5.33K
$594K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.17KNew |
$345K - $396K
|
4.17K
$464K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.12KNew |
$341K - $392K
|
4.12K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.97KNew |
$245K - $282K
|
2.97K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.84KNew |
$235K - $270K
|
2.84K
$317K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$225K - $259K
|
2.72K
$303K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$149K - $171K
|
1.8K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68K+ 1.68% |
$139K - $159K
|
101K
$11.3M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
140New |
$11.6K - $13.3K
|
140
$15.6K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$827 - $951
|
4.37K
$487K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 7.23% |
$496 - $571
|
89
$9.92K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$414 - $476
|
5
$557
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-43- 0.9% |
$3.56K - $4.09K
|
4.74K
$529K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-80- 3.89% |
$6.62K - $7.61K
|
1.98K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-233- 4.84% |
$19.3K - $22.2K
|
4.58K
$511K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-305- 7.47% |
$25.2K - $29K
|
3.78K
$421K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-419- 4.36% |
$34.7K - $39.9K
|
9.19K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-492- 2.88% |
$40.7K - $46.8K
|
16.6K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-635- 0.87% |
$52.5K - $60.4K
|
72.1K
$8.04M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-944- 14.31% |
$78.1K - $89.8K
|
5.65K
$630K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 9.24% |
$94.3K - $108K
|
11.2K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.16K- 7.89% |
$96.2K - $111K
|
13.6K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.21K- 7.28% |
$99.9K - $115K
|
15.4K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.55K- 7.27% |
$128K - $147K
|
19.7K
$2.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.76K- 4.26% |
$146K - $168K
|
39.6K
$4.41M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.45K- 57.97% |
$203K - $233K
|
1.78K
$198K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.01K- 20.27% |
$249K - $286K
|
11.8K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.17K- 8.6% |
$262K - $301K
|
33.7K
$3.76M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.57K- 15.11% |
$296K - $340K
|
20.1K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-13.6KClosed |
$1.12M - $1.29M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.1K- 30.48% |
$1.17M - $1.34M
|
32.2K
$3.59M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-57.6K- 79.35% |
$4.77M - $5.48M
|
15K
$1.67M
|