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Disclosery

CZA INVESCO EXCHANGE TRADED FD T

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CMN (fund)

60 managers (60 13F filers) reported a position in CZA shares at 2025-09-30, 703,167 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
8
Reduced
28
Sold out
1
Shares held by filers
703,167

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY129,054$14.2M<0.01%-5,24013F-HR/ATimelineGroup
LPL Financial LLC112,553$12.4M<0.01%-8,17813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,091$8.47M0.01%-4,13113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,023$4.07M<0.01%-87113F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,500$3.13M0.01%-98413F-HRTimeline
Rodgers & Associates, LTD24,462$2.69M0.28%-1,16413F-HRTimeline
Pacific Sun Financial Corp19,812$2.18M1.05%-22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,796$2.06M<0.01%-85313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,644$1.83M<0.01%-72813F-HRTimelineGroup
IMC-Chicago, LLC16,142$1.77M0.03%new13F-HRTimeline
Well Done, LLC15,535$1.71M0.29%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,126$1.66M<0.01%+68013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,613$1.28M<0.01%+1,80913F-HRTimelineGroup
Davis Investment Partners, LLC11,575$1.27M0.43%-50013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,679$1.17M<0.01%-14,62913F-HRTimelineGroup
Empirical Asset Management, LLC9,821$1.08M0.3%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,403$1.03M<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,180$899K0.01%+4613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,117$892K<0.01%-92913F-HRTimeline
UBS Group AGin group UBS Group AG7,634$839K<0.01%-19,60013F-HRTimelineGroup
Cetera Investment Advisers7,505$825K<0.01%+46313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,329$805K<0.01%+96213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,159$786K<0.01%013F-HR/ATimelineGroup
WILLNER & HELLER, LLC6,829$750K0.58%-12513F-HRTimeline
J.W. COLE ADVISORS, INC.6,533$718K0.01%-55513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,128$673K<0.01%+2713F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,825$640K<0.01%-91013F-HRTimelineGroup
Colonial River Investments, LLC5,565$611K0.23%-30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,331$584K<0.01%-4413F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC5,217$573K0.08%-6113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,539$495K<0.01%+92013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC4,467$491K0.01%-1,39813F-HRTimeline
CWM, LLCin group CWM, LLC4,288$471K<0.01%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP3,685$405K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,570$392K<0.01%-35013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,435$378K0.13%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,202$352K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,140$345K0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,846$313K<0.01%-2,43113F-HRTimelineGroup
Western Wealth Management, LLC2,792$307K0.02%-1613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,691$296K0.01%+3513F-HRTimeline
Private Advisor Group, LLC2,611$287K<0.01%-4713F-HRTimeline
FMR LLCin group FMR LLC2,210$243K<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.2,091$230K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC2,060$226K<0.01%-1313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,012$111K<0.01%-113F-HR/ATimelineGroup
Tidemark, LLC604$66.3K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$49.3K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…414$45.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC410$45K<0.01%013F-HRTimelineGroup
Compass Financial Services Inc388$42.6K0.02%new13F-HRTimeline
Clearstead Advisors, LLC321$35.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.254$27.9K<0.01%-3813F-HRTimeline
BLAIR WILLIAM & CO/IL135$14.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$14K<0.01%013F-HRTimelineGroup
COMERICA BANK88$9.66K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/60$6.59K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…59$6.48K<0.01%-48013F-HRTimelineGroup
HHM Wealth Advisors, LLC30$3.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC8$907<0.01%new13F-HRTimeline