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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 2025-03-31, 812,187 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
3
Added
11
Reduced
26
Sold out
3
Shares held by filers
812,187

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY176,573$18.3M<0.01%+4,91813F-HRTimelineGroup
LPL Financial LLC130,453$13.6M0.01%-58,02413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC82,730$8.6M0.01%-5913F-HRTimeline
Cambridge Investment Research Advisors,…32,023$3.33M0.01%-1,83613F-HRTimeline
Rodgers & Associates, LTD26,356$2.74M0.33%-1,77913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,140$2.72M<0.01%-54513F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,645$2.66M<0.01%+24,16113F-HRTimelineGroup
IMC-Chicago, LLC25,289$2.63M0.1%+7,34313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,871$2.27M<0.01%+5,50313F-HR/ATimelineGroup
Pacific Sun Financial Corp20,502$2.13M1.21%-5013F-HRTimeline
EP Wealth Advisors, LLC20,018$2.08M0.02%-32413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,456$1.81M<0.01%-55313F-HRTimelineGroup
Well Done, LLC15,785$1.64M0.3%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,604$1.41M<0.01%-24013F-HRTimelineGroup
Davis Investment Partners, LLC12,875$1.26M0.56%-1,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,812$1.23M<0.01%+57013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,124$1.05M<0.01%+1,38113F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC9,071$942K<0.01%+14613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,271$859K0.01%-18313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,650$795K0.02%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,584$788K0.01%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,509$780K<0.01%+5,35913F-HRTimelineGroup
Cetera Investment Advisers7,467$776K<0.01%-5913F-HRTimeline
WILLNER & HELLER, LLC7,244$753K0.7%-68813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,025$730K<0.01%+58813F-HRTimelineGroup
GWN SECURITIES INC.6,832$713K0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,152$640K<0.01%-2,56813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,905$613K<0.01%-38813F-HRTimelineGroup
Colonial River Investments, LLC5,865$609K0.34%-19413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,338$555K0.11%-86713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,054$525K<0.01%-1,00113F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,767$495K0.01%-1,29213F-HRTimeline
CWM, LLCin group CWM, LLC4,288$446K<0.01%-7413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,193$436K<0.01%-5013F-HRTimelineGroup
Creative Planningin group Creative Planning3,777$392K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,685$383K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,435$358K0.16%-42413F-HRTimeline
Western Wealth Management, LLC2,801$291K0.02%-48613F-HRTimeline
Private Advisor Group, LLC2,782$289K<0.01%+4713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,653$276K0.01%-34413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,203$227K<0.01%+62313F-HR/ATimelineGroup
First Heartland Consultants, Inc.2,091$217K0.02%-40013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,060$214K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC2,028$211K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,479$154K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO963$100K<0.01%013F-HRTimelineGroup
Tidemark, LLC704$73.1K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$46.6K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…414$43K<0.01%-34913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC410$42.6K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC347$36.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management143$14.9K<0.01%013F-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
HHM Wealth Advisors, LLC30$3.12K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.