INVESCO EXCHANGE-TRADED FUND TRUST - CZA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 104,652 | 12,832 | 0.0% | 0.0% | 1 | -1,985 | -1.86% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 103,198 | 12,654 | 0.0% | 0.0% | 2 | -33,897 | -24.73% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 70,010 | 8,584 | 0.01% | 0.01% | 3 | +733 | 1.06% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 34,871 | 4,275 | 0.0% | 0.0% | 4 | -387 | -1.1% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 25,644 | 3,144 | 0.0% | 0.0% | 5 | +6,912 | 36.9% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 23,897 | 2,930 | 0.0% | 0.0% | 6 | +312 | 1.32% | Q2 2026 | Aug 14, 2026 |
| Rodgers & Associates, LTD | History | No change | 22,167 | 2,718 | 0.25% | 0.25% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 18,972 | 2,326 | 0.96% | 1.04% | 8 | -530 | -2.72% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,474 | 2,265 | 0.0% | 0.0% | 9 | -17 | -0.09% | Q2 2026 | Jul 28, 2026 |
| Empirical Asset Management, LLC | History | Added to | 16,047 | 1,967 | 0.44% | 0.44% | 10 | +793 | 5.2% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,143 | 1,734 | 0.0% | 0.0% | 11 | -52 | -0.37% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,082 | 1,726 | 0.0% | 0.0% | 12 | +8,350 | 145.67% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 11,425 | 1,400 | 0.43% | 0.45% | 13 | -50 | -0.44% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 10,946 | 1,342 | 0.01% | 0.01% | 14 | -107 | -0.97% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,193 | 1,004 | 0.0% | 0.0% | 15 | +1,226 | 17.6% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,969 | 977 | 0.0% | 0.0% | 16 | +154 | 1.97% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 7,946 | 974 | 0.0% | — | 17 | +7,946 | New | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,763 | 951 | 0.0% | 0.0% | 18 | -254 | -3.17% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | Reduced | 7,580 | 929 | 0.12% | 0.25% | 19 | -7,946 | -51.18% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 7,391 | 906 | 0.0% | 0.0% | 20 | -657 | -8.16% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | Reduced | 6,589 | 807 | 0.0% | 0.0% | 21 | -204 | -3.0% | Q2 2026 | Aug 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,941 | 728 | 0.0% | 0.0% | 22 | +115 | 1.97% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,596 | 686 | 0.0% | 0.0% | 23 | -37 | -0.66% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,568 | 682 | 0.0% | 0.0% | 24 | -4,045 | -42.08% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 5,496 | 673 | 0.01% | — | 25 | +5,496 | New | Q2 2026 | Jul 21, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 5,464 | 670 | 0.42% | 0.48% | 26 | -380 | -6.5% | Q2 2026 | Jul 07, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,974 | 609 | 0.17% | 0.21% | 27 | -310 | -5.87% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,204 | 515 | 0.0% | 0.0% | 28 | -1,976 | -31.97% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 3,684 | 405 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,202 | 392 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,160 | 387 | 0.1% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 2,921 | 358 | 0.04% | 0.06% | 32 | -1,256 | -30.07% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,849 | 349 | 0.0% | 0.0% | 33 | -832 | -22.6% | Q2 2026 | Aug 14, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,793 | 342 | 0.03% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,695 | 330 | 0.0% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,659 | 326 | 0.0% | 0.0% | 36 | -540 | -16.88% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 2,499 | 306 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 2,378 | 291 | 0.0% | 0.0% | 38 | +168 | 7.6% | Q2 2026 | Aug 13, 2026 |
| Quattro Advisors LLC | History | No change | 2,305 | 282 | 0.19% | 0.22% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 2,167 | 265 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sovran Advisors, LLC | History | No change | 1,792 | 227 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| First Heartland Consultants, Inc. | History | New | 1,699 | 208 | 0.01% | — | 42 | +1,699 | New | Q2 2026 | Jul 08, 2026 |
| BlackRock, Inc. | History | No change | 1,417 | 173 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 582 | 72 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 579 | 71 | 0.02% | — | 45 | +579 | New | Q2 2026 | Aug 06, 2026 |
| Tidemark, LLC | History | No change | 575 | 70 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 449 | 55 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 414 | 50 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 321 | 39 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | Reduced | 302 | 37 | 0.0% | 0.0% | 50 | -400 | -56.98% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254 | 31 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 216 | 26 | 0.01% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 210 | 25 | 0.0% | 0.0% | 53 | +112 | 114.29% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 16 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 127 | 15 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 110 | 13 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 108 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,329 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -28,030 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -4,774 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,834 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,564 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,936 | -100.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -113 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |