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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 137,095 | 15,101 | 0.0% | 0.0% | 1 | +6,865 | 5.27% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 106,637 | 11,745 | 0.0% | 0.0% | 2 | -2,220 | -2.04% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,277 | 7,630 | 0.01% | 0.01% | 3 | -5,065 | -6.81% | Q1 2026 | Apr 27, 2026 |
| IMC-Chicago, LLC | History | Added to | 35,329 | 3,891 | 0.0% | 0.0% | 4 | +7,339 | 26.22% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 35,258 | 3,883 | 0.0% | 0.0% | 5 | -1,011 | -2.79% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 28,030 | 3,087 | 0.01% | 0.01% | 6 | -746 | -2.59% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,585 | 2,597 | 0.0% | 0.0% | 7 | -696 | -2.87% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 22,167 | 2,441 | 0.25% | 0.27% | 8 | -2,049 | -8.46% | Q1 2026 | May 04, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 19,502 | 2,148 | 1.04% | 1.04% | 9 | -60 | -0.31% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 18,732 | 2,063 | 0.0% | 0.0% | 10 | +5,255 | 38.99% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,491 | 2,036 | 0.0% | 0.0% | 11 | +1,352 | 7.89% | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | Reduced | 15,526 | 1,710 | 0.25% | 0.26% | 12 | -9 | -0.06% | Q1 2026 | Apr 14, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 15,254 | 1,680 | 0.44% | 0.5% | 13 | -672 | -4.22% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,195 | 1,585 | 0.0% | 0.0% | 14 | -1,272 | -8.22% | Q1 2026 | May 15, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 11,475 | 1,263 | 0.45% | 0.45% | 15 | -100 | -0.86% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,053 | 1,217 | 0.01% | 0.01% | 16 | -354 | -3.1% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,613 | 1,059 | 0.0% | 0.0% | 17 | +599 | 6.65% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 8,048 | 886 | 0.0% | 0.0% | 18 | +671 | 9.1% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,017 | 862 | 0.0% | 0.0% | 19 | +2,919 | 57.26% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | No change | 7,815 | 860 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,967 | 767 | 0.0% | 0.0% | 21 | -1,562 | -18.31% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 6,793 | 748 | 0.0% | 0.0% | 22 | -366 | -5.11% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,180 | 680 | 0.0% | 0.0% | 23 | -140 | -2.22% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 5,844 | 643 | 0.48% | 0.49% | 24 | -264 | -4.32% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,826 | 641 | 0.0% | 0.0% | 25 | -2,539 | -30.35% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,732 | 631 | 0.0% | — | 26 | +5,732 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,633 | 620 | 0.0% | 0.0% | 27 | -147 | -2.54% | Q1 2026 | May 04, 2026 |
| Colonial River Investments, LLC | History | Reduced | 5,284 | 582 | 0.21% | 0.21% | 28 | -10 | -0.19% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 4,774 | 525 | 0.01% | — | 29 | +4,774 | New | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,177 | 460 | 0.06% | 0.06% | 30 | -112 | -2.61% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 3,684 | 405 | 0.0% | 0.0% | 31 | -576 | -13.52% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,681 | 405 | 0.0% | 0.0% | 32 | -253 | -6.43% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,199 | 352 | 0.0% | 0.0% | 34 | -325 | -9.22% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,202 | 352 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 3,160 | 348 | 0.11% | 0.12% | 35 | -275 | -8.01% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,834 | 312 | 0.01% | 0.01% | 36 | -29 | -1.01% | Q1 2026 | Jun 18, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | New | 2,793 | 307 | 0.02% | — | 37 | +2,793 | New | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,695 | 296 | 0.01% | 0.01% | 38 | -482 | -15.17% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,564 | 282 | 0.01% | 0.01% | 39 | -69 | -2.62% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 2,499 | 275 | 0.0% | 0.0% | 40 | -11 | -0.44% | Q1 2026 | May 12, 2026 |
| Quattro Advisors LLC | History | Reduced | 2,305 | 253 | 0.22% | 0.2% | 41 | -13 | -0.56% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 2,210 | 243 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,167 | 238 | 0.0% | 0.0% | 43 | -216 | -9.06% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 1,936 | 213 | 0.0% | 0.0% | 44 | -75 | -3.73% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | No change | 1,792 | 209 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | New | 1,417 | 156 | 0.0% | — | 46 | +1,417 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 702 | 77 | 0.0% | — | 47 | +702 | New | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | New | 582 | 65 | 0.0% | — | 48 | +582 | New | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | Reduced | 575 | 63 | 0.02% | 0.02% | 49 | -29 | -4.8% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 449 | 49 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 414 | 45 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 321 | 35 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254 | 27 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 216 | 23 | 0.02% | — | 54 | +216 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 14 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 127 | 13 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 110 | 12 | 0.0% | — | 59 | +110 | New | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 108 | 12 | 0.0% | 0.0% | 58 | -3 | -2.7% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | No change | 113 | 12 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 98 | 10 | 0.0% | 0.0% | 60 | -914 | -90.32% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 83 | 9 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.06% | — | -360,000 | -100.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,413 | -100.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,295 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,294 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,140 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -388 | -100.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 08, 2026 |