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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 2025-06-30, 745,741 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
3
Added
16
Reduced
25
Sold out
3
Shares held by filers
745,741

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY134,294$14.3M<0.01%-42,27913F-HRTimelineGroup
LPL Financial LLC120,731$12.9M<0.01%-9,72213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC81,222$8.66M0.01%-1,50813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,894$4.04M<0.01%+11,75413F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,484$3.15M0.01%-2,53913F-HRTimeline
UBS Group AGin group UBS Group AG27,234$2.91M<0.01%+1,58913F-HRTimelineGroup
Rodgers & Associates, LTD25,626$2.73M0.3%-73013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,308$2.7M<0.01%+3,43713F-HRTimelineGroup
Pacific Sun Financial Corp20,032$2.14M1.12%-47013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,649$2.1M<0.01%+6,04513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,372$1.85M<0.01%-8413F-HRTimelineGroup
Well Done, LLC15,535$1.66M0.31%-25013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,446$1.54M<0.01%+2,63413F-HRTimelineGroup
Davis Investment Partners, LLC12,075$1.3M0.47%-80013F-HRTimeline
EP Wealth Advisors, LLC12,203$1.3M0.01%-7,81513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,804$1.05M<0.01%-32013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC9,046$965K<0.01%-2513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,134$868K0.01%-13713F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,159$764K0.01%-42513F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.7,088$756K0.02%-56213F-HRTimeline
Cetera Investment Advisers7,042$751K<0.01%-42513F-HRTimeline
WILLNER & HELLER, LLC6,954$742K0.62%-29013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,735$718K<0.01%-29013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,660$710K<0.01%-84913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,367$679K<0.01%+1,31313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,101$651K<0.01%+19613F-HRTimelineGroup
Colonial River Investments, LLC5,865$638K0.27%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,865$626K0.02%+1,09813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,375$574K<0.01%-77713F-HR/ATimelineGroup
VICTORY FINANCIAL GROUP, LLC5,278$563K0.09%-6013F-HRTimeline
Creative Planningin group Creative Planning5,277$563K<0.01%+1,50013F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,288$457K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,920$418K<0.01%-27313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,685$393K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,619$385K<0.01%+1,41613F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,435$367K0.15%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,202$342K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,140$335K0.01%+2,79313F-HRTimeline
Western Wealth Management, LLC2,808$299K0.02%+713F-HRTimeline
Private Advisor Group, LLC2,658$284K<0.01%-12413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,656$283K0.01%+313F-HRTimeline
FMR LLCin group FMR LLC2,210$236K<0.01%+18213F-HRTimelineGroup
First Heartland Consultants, Inc.2,091$223K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,073$221K<0.01%+1313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,013$108K<0.01%+5013F-HRTimelineGroup
Tidemark, LLC604$64.4K0.02%-10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…539$57.5K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$47.9K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…414$44.2K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC410$43.7K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.292$31.1K<0.01%-1,18713F-HRTimeline
BLAIR WILLIAM & CO/IL135$14.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$13.5K<0.01%013F-HRTimelineGroup
COMERICA BANK88$9.38K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC30$3.2K<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.