Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
33.3KNew |
$2.98M - $3.2M
|
33.3K
$3.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 18.92% |
$2.71M - $2.91M
|
190K
$21.4M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
14.9KNew |
$1.33M - $1.43M
|
14.9K
$1.67M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10KNew |
$899K - $964K
|
10K
$1.13M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
8.55KNew |
$766K - $822K
|
8.55K
$962K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.34K+ 19.41% |
$568K - $610K
|
39K
$4.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3.69KNew |
$330K - $354K
|
3.69K
$414K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.28K+ 3.88% |
$204K - $219K
|
61.1K
$6.88M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.15KNew |
$193K - $207K
|
2.15K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.46K+ 1.69% |
$131K - $140K
|
87.5K
$9.84M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.44K+ 43.99% |
$129K - $138K
|
4.7K
$529K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
621+ 7.41% |
$55.6K - $59.7K
|
9.01K
$1.01M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
443+ 22.18% |
$39.7K - $42.6K
|
2.44K
$274K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
274+ 1.09% |
$24.6K - $26.3K
|
25.5K
$2.87M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
166+ 1.27% |
$14.9K - $16K
|
13.2K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
164+ 1.21% |
$14.7K - $15.8K
|
13.7K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
50New |
$4.48K - $4.81K
|
50
$5.62K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8+ 0.26% |
$717 - $769
|
3.08K
$347K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6+ 0.03% |
$538 - $577
|
19.2K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$269 - $288
|
4.42K
$497K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.13% |
$269 - $288
|
2.38K
$268K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
2+ 0.01% |
$179 - $192
|
24.2K
$2.72M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.13% |
$89.6 - $96.1
|
790
$88.8K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 5.76% |
$3.58K - $3.84K
|
654
$73.5K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-72Closed |
$6.45K - $6.92K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-142- 2.57% |
$12.7K - $13.6K
|
5.38K
$605K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-156Closed |
$14K - $15K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-168- 2.86% |
$15.1K - $16.1K
|
5.71K
$642K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-234- 1.37% |
$21K - $22.5K
|
16.9K
$1.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-318- 7.04% |
$28.5K - $30.6K
|
4.2K
$472K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-379- 41.56% |
$34K - $36.4K
|
533
$59.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-515- 0.91% |
$46.1K - $49.5K
|
55.9K
$6.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.42K- 6.24% |
$127K - $137K
|
21.4K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.54K- 13.42% |
$138K - $148K
|
9.9K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.62K- 2.47% |
$146K - $156K
|
64K
$7.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.71K- 52.07% |
$153K - $164K
|
1.57K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 18.93% |
$326K - $350K
|
15.6K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.75KClosed |
$336K - $360K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.3K- 27.93% |
$475K - $509K
|
13.7K
$1.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.37K- 7.02% |
$481K - $516K
|
71.2K
$8M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-29.3KClosed |
$2.63M - $2.82M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-700KClosed |
$62.7M - $67.3M
|
0
$0
|