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Disclosery

CZA INVESCO EXCHANGE TRADED FD T

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CMN (fund)

56 managers (56 13F filers) reported a position in CZA shares at 2024-12-31, 829,349 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
3
Added
20
Reduced
15
Sold out
3
Shares held by filers
829,349

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC188,477$19.6M0.01%+7,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY171,655$17.8M<0.01%+92013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC82,789$8.6M0.01%+2,65213F-HRTimeline
Cambridge Investment Research Advisors,…33,859$3.52M0.01%-69113F-HRTimeline
Rodgers & Associates, LTD28,135$2.92M0.35%-1,37013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,685$2.77M<0.01%+65913F-HRTimelineGroup
Pacific Sun Financial Corp20,552$2.14M1.16%-11013F-HRTimeline
EP Wealth Advisors, LLC20,342$2.11M0.02%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,009$1.87M<0.01%+7713F-HRTimelineGroup
IMC-Chicago, LLC17,946$1.86M0.05%new13F-HRTimeline
Well Done, LLC15,785$1.71M0.31%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,368$1.7M<0.01%+8,02913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,844$1.44M<0.01%13F-HR/ATimelineGroup
Davis Investment Partners, LLC13,875$1.42M0.6%-35013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,242$1.17M<0.01%-20813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,925$927K<0.01%+66413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,743$908K<0.01%-2,56713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,720$907K<0.01%+2,15613F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,454$878K0.01%+18413F-HRTimelineGroup
WILLNER & HELLER, LLC7,932$824K0.72%+4613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,584$788K0.01%013F-HRTimelineGroup
Cetera Investment Advisers7,526$782K<0.01%+32713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,437$669K<0.01%+3613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,293$654K<0.01%-12513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC6,205$645K0.17%13F-HRTimeline
Colonial River Investments, LLC6,059$629K0.3%-11513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,059$629K0.02%-613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,055$629K<0.01%+3,17813F-HRTimelineGroup
Independent Advisor Alliance5,682$590K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,362$453K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,243$441K<0.01%+2313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,859$402K0.18%013F-HRTimeline
Creative Planningin group Creative Planning3,777$392K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,685$383K0.01%013F-HRTimeline
Western Wealth Management, LLC3,287$341K0.02%-5813F-HR/ATimeline
Savvy Advisors, Inc.3,140$326K0.04%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,997$311K0.02%-7813F-HRTimeline
Private Advisor Group, LLC2,735$284K<0.01%+15813F-HRTimeline
First Heartland Consultants, Inc.2,491$259K0.03%+1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,150$223K<0.01%-1,80913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,060$214K<0.01%-1,04413F-HRTimelineGroup
FMR LLCin group FMR LLC2,028$211K<0.01%+22913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,580$164K<0.01%+1,00513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,484$154K<0.01%+10013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,479$154K<0.01%-7713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO963$100K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…763$79.3K<0.01%-70113F-HRTimeline
Tidemark, LLC704$73.1K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$46.6K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC410$42.6K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management143$14.9K<0.01%+113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL135$14K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$13.2K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC31$3.22K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC30$3.12K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.