Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
7.34K+ 40.92% |
$742K - $795K
|
25.3K
$2.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
588+ 9.13% |
$59.4K - $63.6K
|
7.03K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
570+ 5.07% |
$57.6K - $61.7K
|
11.8K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
347New |
$35.1K - $37.6K
|
347
$34.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.24% |
$5.05K - $5.41K
|
20.5K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-74- 1.7% |
$7.48K - $8.01K
|
4.29K
$427K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 3.2% |
$19.6K - $21K
|
5.87K
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-344- 11.48% |
$34.8K - $37.2K
|
2.65K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-486- 14.79% |
$49.1K - $52.6K
|
2.8K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1K- 7.21% |
$101K - $108K
|
12.9K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.29K- 21.32% |
$131K - $140K
|
4.77K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.78K- 6.32% |
$180K - $193K
|
26.4K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.84K- 5.42% |
$186K - $199K
|
32K
$3.19M
|