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Disclosery

CZA INVESCO EXCHANGE TRADED FD T

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CMN (fund)

61 managers (61 13F filers) reported a position in CZA shares at 2025-12-31, 1,084,664 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
61
13F filers
61
New
7
Added
13
Reduced
22
Sold out
8
Shares held by filers
1,084,664

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
TORONTO DOMINION BANKin group TORONTO DOMINION BANK360,000$39.9M0.07%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY130,230$14.4M<0.01%+1,17613F-HR/ATimelineGroup
LPL Financial LLC108,857$12.1M<0.01%-3,69613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC74,342$8.24M0.01%-2,74913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,269$4.02M<0.01%-75413F-HRTimelineGroup
Cambridge Investment Research Advisors,…28,776$3.19M0.01%+27613F-HRTimeline
IMC-Chicago, LLC27,990$3.1M0.05%+11,84813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,281$2.69M<0.01%+5,48513F-HRTimelineGroup
Rodgers & Associates, LTD24,216$2.68M0.27%-24613F-HRTimeline
Pacific Sun Financial Corp19,562$2.17M1.04%-25013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,139$1.9M<0.01%+2,01313F-HRTimelineGroup
Empirical Asset Management, LLC15,926$1.76M0.5%+6,10513F-HRTimeline
Well Done, LLC15,535$1.72M0.26%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,467$1.71M<0.01%-1,17713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,477$1.49M<0.01%+2,79813F-HR/ATimelineGroup
Davis Investment Partners, LLC11,575$1.29M0.45%013F-HRTimeline
EP Wealth Advisors, LLC11,407$1.26M0.01%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,413$1.07M<0.01%+1013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,014$998K<0.01%-2,59913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,529$945K<0.01%+41213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,365$927K<0.01%new13F-HRTimelineGroup
Quantinno Capital Management LP7,815$866K<0.01%new13F-HRTimeline
Cetera Investment Advisers7,377$817K<0.01%-12813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,159$793K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,320$700K<0.01%+19213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.6,295$697K0.02%-23813F-HRTimeline
WILLNER & HELLER, LLC6,108$677K0.49%-72113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,780$640K<0.01%-4513F-HRTimelineGroup
Colonial River Investments, LLC5,294$587K0.21%-27113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,294$587K0.01%+82713F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,098$565K<0.01%+55913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC4,289$475K0.06%-92813F-HRTimeline
CWM, LLCin group CWM, LLC4,260$472K<0.01%-2813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,934$436K<0.01%-1,39713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,524$391K<0.01%-4613F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,435$381K0.12%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,202$355K<0.01%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,177$352K0.01%-50813F-HRTimeline
Farther Finance Advisors, LLC3,140$348K<0.01%013F-HRTimeline
Western Wealth Management, LLC2,863$317K0.01%+7113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,633$292K0.01%-5813F-HRTimeline
Creative Planningin group Creative Planning2,510$278K<0.01%-33613F-HRTimelineGroup
Private Advisor Group, LLC2,383$264K<0.01%-22813F-HRTimeline
Quattro Advisors LLC2,318$257K0.21%13F-HRTimeline
FMR LLCin group FMR LLC2,210$245K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,011$223K<0.01%-4913F-HRTimelineGroup
Sovran Advisors, LLC1,792$206K0.02%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,012$112K<0.01%013F-HRTimelineGroup
Tidemark, LLC604$66.9K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$49.8K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…414$45.9K<0.01%013F-HRTimeline
Compass Financial Services Inc388$43K0.02%013F-HRTimeline
Clearstead Advisors, LLC321$35.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.254$28.4K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL135$15K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$14.1K<0.01%013F-HRTimelineGroup
MAI Capital Management113$12.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…111$12.3K<0.01%new13F-HRTimeline
COMERICA BANK83$9.21K<0.01%-513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32$3.55K<0.01%new13F-HR/ATimelineGroup
HHM Wealth Advisors, LLC30$3.33K<0.01%013F-HRTimeline