Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (CZA)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (CZA) during Q4 2022. 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 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
50.1K+ 100.69% |
$3.98M - $4.67M
|
99.8K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$1.29M - $1.51M
|
16.2K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 5.59% |
$1.12M - $1.32M
|
267K
$30M
|
|
|
Feb 09, 2023
Q4 2022
|
Imc Chicago, LLC
|
BUY
|
- |
13.6KNew |
$1.08M - $1.26M
|
13.6K
$1.53M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.89K+ 7.22% |
$389K - $456K
|
72.6K
$8.17M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.57K+ 17.8% |
$284K - $333K
|
23.6K
$2.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.29KNew |
$182K - $213K
|
2.29K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 111.51% |
$177K - $208K
|
4.23K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.19K+ 100.0% |
$174K - $204K
|
4.38K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2K+ 9.24% |
$159K - $186K
|
23.6K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 13.53% |
$157K - $184K
|
16.6K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 13.9% |
$143K - $168K
|
14.7K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.79K+ 59.13% |
$142K - $167K
|
4.82K
$542K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.64K+ 2.31% |
$131K - $153K
|
72.8K
$8.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
914+ 4.49% |
$72.7K - $85.2K
|
21.3K
$2.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
659+ 129.98% |
$52.4K - $61.4K
|
1.17K
$131K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
658+ 5.63% |
$52.3K - $61.3K
|
12.3K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
597+ 17.13% |
$47.5K - $55.6K
|
4.08K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
380New |
$30.2K - $35.4K
|
380
$42.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
137+ 1.56% |
$10.9K - $12.8K
|
8.9K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83New |
$6.6K - $7.73K
|
83
$9.33K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.49% |
$1.19K - $1.4K
|
3.1K
$348K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6New |
$477 - $559
|
6
$675
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.24% |
$398 - $466
|
2.06K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-5- 0.03% |
$398 - $466
|
14.9K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11- 1.05% |
$875 - $1.03K
|
1.03K
$116K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-17- 3.37% |
$1.35K - $1.58K
|
488
$54.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33- 0.18% |
$2.62K - $3.08K
|
18.3K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42- 0.41% |
$3.34K - $3.91K
|
10.2K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-272- 5.38% |
$21.6K - $25.3K
|
4.79K
$538K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-330- 3.72% |
$26.2K - $30.8K
|
8.55K
$961K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-355- 0.85% |
$28.2K - $33.1K
|
41.4K
$4.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-612- 5.99% |
$48.7K - $57K
|
9.61K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-681- 4.09% |
$54.2K - $63.5K
|
16K
$1.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-730- 84.0% |
$58K - $68K
|
139
$15.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-791- 10.71% |
$62.9K - $73.7K
|
6.6K
$742K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2K- 5.14% |
$159K - $186K
|
36.9K
$4.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-2.17K- 9.16% |
$173K - $202K
|
21.5K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.5K- 23.69% |
$199K - $233K
|
8.05K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.52K- 68.47% |
$677K - $794K
|
3.92K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62.3K- 57.37% |
$4.96M - $5.81M
|
46.3K
$5.21M
|