Public ownership evidence

Invesco Zacks Mid-Cap ETF (CZA) Ownership Disclosures

Read CZA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Zacks Mid-Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Quattro Advisors LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
2,305
Value (USD)
$282,692
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111158-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CZA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CZA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Quattro Advisors LLC2026-06-302026-08-152,305$282,692None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,849$349,361None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,049$496,500None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1510,033$1,230,276None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-157,763$951,538None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1514,143$1,734,225None
ROYAL BANK OF CANADA2026-06-302026-08-15647$79,000None
ROYAL BANK OF CANADA2026-06-302026-08-154,921$603,000None
CITADEL ADVISORS LLC2026-06-302026-08-155,941$728,503None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1525,644$3,144,542None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1519,042$2,335,015None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,855$595,334None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1532,715$4,011,559None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,156$264,375None
BANK OF AMERICA CORP /DE/2026-06-302026-08-154,204$515,507None
Silver Grove Financial Group, Inc.2026-06-302026-08-14216$26,486None
Quantinno Capital Management LP2026-06-302026-08-147,969$977,279None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14414$50,766None
UBS Group AG2026-06-302026-08-14254$31,146None
UBS Group AG2026-06-302026-08-1448$5,886None
Creative Planning2026-06-302026-08-142,499$306,435None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-143,202$392,639None
VANGUARD ADVISERS INC2026-06-302026-08-147$858None
MORGAN STANLEY2026-06-302026-08-141$164None
MORGAN STANLEY2026-06-302026-08-1477$9,495None
MORGAN STANLEY2026-06-302026-08-14140$17,167None
MORGAN STANLEY2026-06-302026-08-14102,980$12,627,816None
FMR LLC2026-06-302026-08-142,378$291,629None
HUNTINGTON NATIONAL BANK2026-06-302026-08-147,946$974,362None
Cetera Investment Advisers2026-06-302026-08-137,391$906,239None
EP Wealth Advisors, LLC2026-06-302026-08-1310,946$1,342,230None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13449$55,058None
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2026-06-302026-08-132,793$342,486None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13254$31,146None
JPMORGAN CHASE & CO2026-06-302026-08-1314$1,717None
JPMORGAN CHASE & CO2026-06-302026-08-13112$13,735None
JPMORGAN CHASE & CO2026-06-302026-08-1384$10,301None
BLAIR WILLIAM & CO/IL2026-06-302026-08-12135$16,554None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,019$124,953None
Tidemark, LLC2026-06-302026-08-11575$70,508None
Empirical Asset Management, LLC2026-06-302026-08-1116,047$1,967,736None
Savant Capital, LLC2026-06-302026-08-116,589$807,963None
Pacific Sun Financial Corp2026-06-302026-08-1118,972$2,326,402None
BlackRock, Inc.2026-06-302026-08-081,417$173,757None
Davis Investment Partners, LLC2026-06-302026-08-0811,425$1,400,967None
LPL Financial LLC2026-06-302026-08-08104,652$12,832,781None
PNC Financial Services Group, Inc.2026-06-302026-08-08127$15,573None
MML INVESTORS SERVICES, LLC2026-06-302026-08-088,193$1,004,589None
Spectrum Wealth Advisory Group, LLC2026-06-302026-08-07579$71,029None
Clearstead Advisors, LLC2026-06-302026-08-07321$39,362None

90-day public filing window, up to 50 source positions.

Quattro Advisors LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗AMERIPRISE FINANCIAL INC ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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