Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
425K+ 319.42% |
$38.7M - $43.2M
|
558K
$62.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
425K+ 319.42% |
$38.7M - $43.2M
|
558K
$62.2M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
385K+ 223.09% |
$35.1M - $39.2M
|
558K
$62.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Imc Chicago, LLC
|
BUY
|
- |
31.2KNew |
$2.84M - $3.17M
|
31.2K
$3.48M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.03KNew |
$639K - $715K
|
7.03K
$783K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.46KNew |
$497K - $555K
|
5.46K
$609K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 40.06% |
$303K - $339K
|
11.7K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.37K+ 34.6% |
$216K - $241K
|
9.23K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
581+ 32.12% |
$52.9K - $59.1K
|
2.39K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
480+ 19.85% |
$43.7K - $48.8K
|
2.9K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
100+ 1.22% |
$9.1K - $10.2K
|
8.3K
$926K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 2.81% |
$6.92K - $7.73K
|
2.78K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
73+ 2.19% |
$6.64K - $7.42K
|
3.41K
$380K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
25+ 0.3% |
$2.28K - $2.54K
|
8.24K
$918K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-8- 0.32% |
$728 - $814
|
2.48K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8- 0.09% |
$728 - $814
|
8.42K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 0.97% |
$910 - $1.02K
|
1.02K
$114K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26- 1.16% |
$2.37K - $2.64K
|
2.21K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58- 0.22% |
$5.28K - $5.9K
|
25.8K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64- 2.53% |
$5.82K - $6.51K
|
2.46K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81- 1.44% |
$7.37K - $8.24K
|
5.53K
$617K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-220- 5.07% |
$20K - $22.4K
|
4.12K
$459K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-229- 2.28% |
$20.8K - $23.3K
|
9.83K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-596- 12.59% |
$54.2K - $60.6K
|
4.14K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-664- 6.12% |
$60.4K - $67.5K
|
10.2K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-703- 5.86% |
$64K - $71.5K
|
11.3K
$1.26M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-746- 4.26% |
$67.9K - $75.9K
|
16.8K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-807- 1.05% |
$73.4K - $82.1K
|
76.1K
$8.48M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.12K- 31.32% |
$102K - $114K
|
2.45K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 3.6% |
$125K - $139K
|
36.7K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.12K- 14.49% |
$193K - $215K
|
12.5K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-3.17K- 9.52% |
$288K - $322K
|
30.1K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.32K- 34.01% |
$302K - $338K
|
6.44K
$718K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.69K- 16.76% |
$335K - $375K
|
18.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.47K- 25.96% |
$407K - $455K
|
12.8K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.79K- 37.78% |
$436K - $487K
|
7.88K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.81K- 37.38% |
$438K - $489K
|
8.06K
$899K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.1K- 49.27% |
$1.1M - $1.23M
|
12.5K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.3K- 7.98% |
$1.48M - $1.66M
|
188K
$20.9M
|