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 | No change | 103,198 | 12,654 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 105,647 | 12,482 | 0.0% | 0.0% | 2 | +995 | 0.95% | Q3 2026 | Nov 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 69,001 | 8,152 | 0.01% | 0.01% | 3 | -1,009 | -1.44% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 34,871 | 4,275 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 25,644 | 3,144 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 23,897 | 2,930 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 22,484 | 2,657 | 0.01% | — | 7 | +22,484 | New | Q3 2026 | Nov 02, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 21,687 | 2,562 | 0.24% | 0.25% | 8 | -480 | -2.17% | Q3 2026 | Oct 20, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 18,972 | 2,326 | 0.96% | 0.96% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,476 | 2,183 | 0.0% | 0.0% | 10 | +2 | 0.01% | Q3 2026 | Oct 30, 2026 |
| Empirical Asset Management, LLC | History | No change | 16,047 | 1,967 | 0.44% | 0.44% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,143 | 1,734 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,082 | 1,726 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 11,375 | 1,344 | 0.42% | 0.43% | 14 | -50 | -0.44% | Q3 2026 | Nov 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 10,946 | 1,342 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,193 | 1,004 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 7,969 | 977 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,763 | 951 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 7,391 | 906 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Well Done, LLC | History | No change | 7,580 | 895 | 0.12% | 0.12% | 20 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Savant Capital, LLC | History | No change | 6,589 | 778 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,941 | 728 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,596 | 686 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,568 | 682 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 5,261 | 621 | 0.39% | 0.42% | 25 | -203 | -3.72% | Q3 2026 | Oct 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,200 | 614 | 0.01% | 0.01% | 26 | -296 | -5.39% | Q3 2026 | Nov 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,204 | 515 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial River Investments, LLC | History | Reduced | 3,594 | 424 | 0.11% | 0.17% | 28 | -1,380 | -27.74% | Q3 2026 | Oct 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,202 | 392 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,160 | 374 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,849 | 349 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 2,921 | 345 | 0.03% | 0.04% | 32 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 2,793 | 330 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,695 | 318 | 0.01% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,676 | 316 | 0.0% | 0.0% | 35 | -5,270 | -66.32% | Q3 2026 | Nov 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,659 | 314 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| FMR LLC | History | Added to | 2,576 | 304 | 0.0% | 0.0% | 37 | +198 | 8.33% | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | No change | 2,499 | 295 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Quattro Advisors LLC | History | No change | 2,305 | 282 | 0.19% | 0.19% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 2,167 | 256 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Sovran Advisors, LLC | History | No change | 1,792 | 226 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 1,417 | 173 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO | History | No change | 582 | 72 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tidemark, LLC | History | No change | 575 | 67 | 0.01% | 0.02% | 44 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| UBS Group AG | History | Added to | 565 | 66 | 0.0% | 0.0% | 45 | +263 | 87.09% | Q3 2026 | Nov 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 449 | 55 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 414 | 50 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 321 | 37 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 254 | 30 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| JPMORGAN CHASE & CO | History | No change | 210 | 25 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 216 | 25 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 127 | 15 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 135 | 15 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 110 | 13 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Nuveen, LLC | History | New | 24 | 2 | 0.0% | — | 56 | +24 | New | Q3 2026 | Nov 10, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,699 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -579 | -100.0% | Q3 2026 | Oct 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2026 | Nov 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |