Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.2K+ 16.46% |
$1.55M - $1.68M
|
129K
$13.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
17.7KNew |
$1.5M - $1.63M
|
17.7K
$1.87M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.4K+ 270.63% |
$1.31M - $1.42M
|
21.1K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
8.32KNew |
$707K - $767K
|
8.32K
$880K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.05K+ 2.76% |
$174K - $188K
|
76.2K
$8.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.94K+ 35.26% |
$165K - $179K
|
7.45K
$788K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.66K+ 12.01% |
$141K - $153K
|
15.5K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
767+ 3.59% |
$65.1K - $70.7K
|
22.1K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
652+ 16.06% |
$55.4K - $60.1K
|
4.71K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
402+ 1.47% |
$34.1K - $37K
|
27.8K
$2.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
391+ 13.55% |
$33.2K - $36K
|
3.28K
$346K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
350New |
$29.7K - $32.2K
|
350
$37K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
259+ 6.35% |
$22K - $23.9K
|
4.34K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113+ 0.57% |
$9.6K - $10.4K
|
20K
$2.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5- 0.32% |
$425 - $461
|
1.56K
$165K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37- 0.34% |
$3.14K - $3.41K
|
10.8K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-113- 0.64% |
$9.6K - $10.4K
|
17.5K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-120- 2.02% |
$10.2K - $11.1K
|
5.81K
$614K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-130- 0.39% |
$11K - $12K
|
33.5K
$3.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-258- 2.08% |
$21.9K - $23.8K
|
12.1K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-289- 9.33% |
$24.5K - $26.6K
|
2.81K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-291- 7.15% |
$24.7K - $26.8K
|
3.78K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-313- 3.89% |
$26.6K - $28.8K
|
7.74K
$818K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-393- 13.37% |
$33.4K - $36.2K
|
2.55K
$269K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-400- 1.86% |
$34K - $36.9K
|
21.2K
$2.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-673- 7.59% |
$57.2K - $62K
|
8.19K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.19K- 8.19% |
$101K - $109K
|
13.3K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 13.54% |
$520K - $564K
|
39.1K
$4.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.87K- 29.01% |
$668K - $725K
|
19.3K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-52.8K- 19.84% |
$4.48M - $4.86M
|
213K
$22.6M
|