Skip to content
Disclosery

CZA INVESCO EXCHANGE TRADED FD T

Follow

CMN (fund)

63 managers (63 13F filers) reported a position in CZA shares at 2026-03-31, 718,696 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
63
13F filers
63
New
9
Added
7
Reduced
34
Sold out
7
Shares held by filers
718,696

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY137,095$15.1M<0.01%+6,86513F-HRTimelineGroup
LPL Financial LLC106,637$11.7M<0.01%-2,22013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC69,277$7.63M0.01%-5,06513F-HRTimeline
IMC-Chicago, LLC35,329$3.89M0.06%+7,33913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,258$3.88M<0.01%-1,01113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…28,030$3.09M0.01%-74613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,585$2.6M<0.01%-69613F-HRTimelineGroup
Rodgers & Associates, LTD22,167$2.44M0.25%-2,04913F-HRTimeline
Pacific Sun Financial Corp19,502$2.15M1.04%-6013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,732$2.06M<0.01%+5,25513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,491$2.04M<0.01%+1,35213F-HRTimelineGroup
Well Done, LLC15,526$1.71M0.25%-913F-HRTimeline
Empirical Asset Management, LLC15,254$1.68M0.44%-67213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,195$1.59M<0.01%-1,27213F-HR/ATimelineGroup
Davis Investment Partners, LLC11,475$1.26M0.45%-10013F-HRTimeline
EP Wealth Advisors, LLC11,053$1.22M0.01%-35413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,613$1.06M<0.01%+59913F-HRTimelineGroup
Cetera Investment Advisers8,048$887K<0.01%+67113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,017$862K<0.01%+2,91913F-HRTimelineGroup
Quantinno Capital Management LP7,815$861K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,967$767K<0.01%-1,56213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,793$748K<0.01%-36613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,180$681K<0.01%-14013F-HRTimelineGroup
WILLNER & HELLER, LLC5,844$644K0.48%-26413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,826$642K<0.01%-2,53913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,732$631K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,633$621K<0.01%-14713F-HRTimelineGroup
Colonial River Investments, LLC5,284$582K0.21%-1013F-HRTimeline
Independent Advisor Alliance4,774$526K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,177$460K0.06%-11213F-HRTimeline
CWM, LLCin group CWM, LLC3,684$406K<0.01%-57613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,681$406K<0.01%-25313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,202$353K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,199$352K<0.01%-32513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,160$348K0.11%-27513F-HRTimeline
Western Wealth Management, LLC2,834$312K0.01%-2913F-HR/ATimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2,793$308K0.02%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,695$297K0.01%-48213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,564$282K0.01%-6913F-HRTimeline
Creative Planningin group Creative Planning2,499$275K<0.01%-1113F-HRTimelineGroup
Quattro Advisors LLC2,305$254K0.22%-1313F-HRTimeline
FMR LLCin group FMR LLC2,210$243K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC2,167$239K<0.01%-21613F-HRTimeline
Mariner, LLCin group Mariner, LLC1,936$213K<0.01%-7513F-HRTimelineGroup
Sovran Advisors, LLC1,792$210K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,417$156K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG702$77.3K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO582$65.1K<0.01%new13F-HRTimeline
Tidemark, LLC575$63.3K0.02%-2913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…449$49.5K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…414$45.6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC321$35.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.254$28K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.216$23.8K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL135$14.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…127$14K<0.01%013F-HRTimelineGroup
MAI Capital Management113$12.4K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…110$12.1K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…108$12K<0.01%-313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO98$10.6K<0.01%-91413F-HR/ATimelineGroup
HHM Wealth Advisors, LLC30$3.31K<0.01%013F-HRTimeline
Advisory Services Network, LLC8$924<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC7$771<0.01%13F-HRTimelineGroup