Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.05K+ 8.91% |
$752K - $807K
|
111K
$12.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.76KNew |
$728K - $781K
|
8.76K
$984K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.75KNew |
$727K - $781K
|
8.75K
$984K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 14.27% |
$469K - $504K
|
45.2K
$5.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 2.8% |
$168K - $180K
|
74.1K
$8.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.52K+ 14.22% |
$126K - $135K
|
12.2K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
926+ 20.2% |
$77K - $82.6K
|
5.51K
$620K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
543+ 4.58% |
$45.1K - $48.5K
|
12.4K
$1.39M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
377+ 9.05% |
$31.3K - $33.6K
|
4.54K
$511K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
275+ 4.87% |
$22.9K - $24.5K
|
5.93K
$666K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
223+ 1.64% |
$18.5K - $19.9K
|
13.8K
$1.55M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 6.07% |
$13.7K - $14.7K
|
2.89K
$324K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
141+ 0.71% |
$11.7K - $12.6K
|
19.9K
$2.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.14% |
$2.49K - $2.68K
|
21.6K
$2.42M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
11New |
$914 - $982
|
11
$1.24K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-50- 1.21% |
$4.16K - $4.46K
|
4.07K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-58- 65.17% |
$4.82K - $5.18K
|
31
$3.49K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-93- 0.28% |
$7.73K - $8.3K
|
33.6K
$3.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-213- 11.99% |
$17.7K - $19K
|
1.56K
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-324- 2.89% |
$26.9K - $28.9K
|
10.9K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-327- 3.56% |
$27.2K - $29.2K
|
8.87K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-400- 12.73% |
$33.2K - $35.7K
|
2.74K
$308K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-617- 3.38% |
$51.3K - $55.1K
|
17.6K
$1.98M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-684- 23.07% |
$56.8K - $61K
|
2.28K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-684- 14.42% |
$56.8K - $61K
|
4.06K
$457K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-857- 5.58% |
$71.2K - $76.5K
|
14.5K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-960- 4.3% |
$79.8K - $85.7K
|
21.4K
$2.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.43K- 32.74% |
$119K - $128K
|
2.94K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.97K- 26.49% |
$330K - $354K
|
11K
$1.24M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.81K- 14.93% |
$400K - $429K
|
27.4K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.19K- 23.2% |
$681K - $731K
|
27.1K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.4K- 71.69% |
$1.2M - $1.28M
|
5.68K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.5K- 12.05% |
$3.03M - $3.25M
|
266K
$29.9M
|