Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q2 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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
31.1KNew |
$2.96M - $3.14M
|
31.1K
$3.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 6.91% |
$1.23M - $1.31M
|
201K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 97.13% |
$1.15M - $1.22M
|
24.6K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.85KNew |
$746K - $792K
|
7.85K
$875K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.97KNew |
$568K - $603K
|
5.97K
$666K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.93K+ 3.85% |
$279K - $296K
|
79K
$8.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
504+ 21.09% |
$47.9K - $50.9K
|
2.89K
$323K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232+ 3.3% |
$22.1K - $23.4K
|
7.26K
$809K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
232New |
$22.1K - $23.4K
|
232
$25.9K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
126New |
$12K - $12.7K
|
126
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
83+ 2.01% |
$7.89K - $8.38K
|
4.22K
$470K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14+ 0.08% |
$1.33K - $1.41K
|
18.3K
$2.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12- 8.63% |
$1.14K - $1.21K
|
127
$14.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-40- 1.17% |
$3.8K - $4.04K
|
3.37K
$375K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40- 3.91% |
$3.8K - $4.04K
|
983
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-102- 1.84% |
$9.7K - $10.3K
|
5.43K
$606K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-134- 6.05% |
$12.7K - $13.5K
|
2.08K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-168- 0.65% |
$16K - $17K
|
25.6K
$2.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-190- 7.72% |
$18.1K - $19.2K
|
2.27K
$253K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-207- 1.78% |
$19.7K - $20.9K
|
11.5K
$1.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-309- 1.86% |
$29.4K - $31.2K
|
16.3K
$1.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-335- 1.11% |
$31.8K - $33.8K
|
29.8K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-352- 4.27% |
$33.5K - $35.5K
|
7.89K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-366- 5.68% |
$34.8K - $36.9K
|
6.07K
$677K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-395- 1.9% |
$37.6K - $39.9K
|
20.3K
$2.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-453- 6.84% |
$43.1K - $45.7K
|
6.17K
$688K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-467- 4.75% |
$44.4K - $47.1K
|
9.36K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-613- 7.38% |
$58.3K - $61.9K
|
7.69K
$857K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.03K- 11.94% |
$97.7K - $104K
|
7.58K
$846K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.3K- 8.01% |
$124K - $131K
|
14.9K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.33K- 3.63% |
$127K - $134K
|
35.3K
$3.94M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.39K- 17.27% |
$132K - $141K
|
6.67K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.66K- 21.05% |
$158K - $167K
|
6.22K
$694K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.75K- 71.29% |
$166K - $176K
|
704
$78.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.12K- 25.14% |
$201K - $214K
|
6.3K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.91K- 22.82% |
$277K - $294K
|
9.84K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.96K- 35.05% |
$377K - $400K
|
7.34K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.26K- 56.97% |
$500K - $531K
|
3.97K
$443K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.86K- 67.27% |
$652K - $692K
|
3.34K
$372K
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-19.2K- 61.54% |
$1.82M - $1.94M
|
12K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-385K- 69.05% |
$36.6M - $38.9M
|
173K
$19.3M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-385K- 69.05% |
$36.6M - $38.9M
|
173K
$19.3M
|