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Disclosery

CZA INVESCO EXCHANGE TRADED FD T

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CMN (fund)

58 managers (58 13F filers) reported a position in CZA shares at 2026-06-30, 633,684 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
58
13F filers
58
New
3
Added
10
Reduced
22
Sold out
7
Shares held by filers
633,684

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC104,652$12.8M<0.01%-1,98513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY103,198$12.7M<0.01%-33,89713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC70,010$8.58M0.01%+73313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,871$4.28M<0.01%-38713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,644$3.14M<0.01%+6,91213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,897$2.93M<0.01%+31213F-HRTimelineGroup
Cambridge Investment Research Advisors,…23,473$2.88M0.01%-4,55713F-HR/ATimeline
Rodgers & Associates, LTD22,167$2.72M0.25%013F-HRTimeline
Pacific Sun Financial Corp18,972$2.33M0.96%-53013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,474$2.27M<0.01%-1713F-HRTimelineGroup
Empirical Asset Management, LLC16,047$1.97M0.44%+79313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,143$1.73M<0.01%-5213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,082$1.73M<0.01%+8,35013F-HRTimelineGroup
Davis Investment Partners, LLC11,425$1.4M0.43%-5013F-HRTimeline
EP Wealth Advisors, LLC10,946$1.34M0.01%-10713F-HRTimeline
MML INVESTORS SERVICES, LLC8,193$1M<0.01%+1,22613F-HRTimeline
Quantinno Capital Management LP7,969$977K<0.01%+15413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,763$952K<0.01%-25413F-HRTimelineGroup
Well Done, LLC7,580$929K0.13%-7,94613F-HRTimeline
Cetera Investment Advisers7,391$906K<0.01%-65713F-HRTimeline
Savant Capital, LLC6,589$808K<0.01%-20413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,941$729K<0.01%+11513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,596$686K<0.01%-3713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,568$682K<0.01%-4,04513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,496$674K0.01%new13F-HRTimeline
WILLNER & HELLER, LLC5,464$670K0.42%-38013F-HRTimeline
Colonial River Investments, LLC4,974$610K0.17%-31013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,204$516K<0.01%-1,97613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,202$393K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,160$387K0.1%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,921$358K0.04%-1,25613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,849$349K<0.01%-83213F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,793$342K0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,695$330K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,659$326K<0.01%-54013F-HRTimelineGroup
Creative Planningin group Creative Planning2,499$306K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,378$292K<0.01%+16813F-HRTimelineGroup
Quattro Advisors LLC2,305$283K0.19%013F-HRTimeline
Private Advisor Group, LLC2,167$266K<0.01%013F-HRTimeline
Sovran Advisors, LLC1,792$228K0.02%013F-HRTimeline
First Heartland Consultants, Inc.1,699$208K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,417$174K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO582$72.1K<0.01%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC579$71K0.02%new13F-HRTimeline
Tidemark, LLC575$70.5K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$55.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…414$50.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC321$39.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG302$37K<0.01%-40013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.254$31.1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.216$26.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210$25.8K<0.01%+11213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL135$16.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$15.6K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…110$13.5K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…108$13.3K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC30$3.68K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC7$858<0.01%013F-HRTimelineGroup