Advisory Services Network’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History

Advisory Services Network’s Portfolio CZA Stock Details CZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$924	Buy	+8	New	+$911	﹤0.01%	4329
2025 Q4	–	Sell	-8	Closed	-$907	–	2370
2025 Q3	$907	Buy	+8	New	+$866	﹤0.01%	3949
2024 Q1	–	Sell	-380	Closed	-$35.6K	–	1943
2023 Q4	$35.6K	Buy	+380	New	+$33K	﹤0.01%	2192
2023 Q2	–	Sell	-380	Closed	-$33.2K	–	1944
2023 Q1	$33.2K	Hold	380	–	–	﹤0.01%	2235
2022 Q4	$33.8K	Buy	+380	New	+$33.2K	﹤0.01%	2181
2021 Q3	–	Sell	-715	Closed	-$64K	–	1816
2021 Q2	$64K	Buy	+715	New	+$63.9K	﹤0.01%	1857
2021 Q1	–	Sell	-715	Closed	-$54K	–	1657
2020 Q4	$54K	Hold	715	–	–	﹤0.01%	1626
2020 Q3	$47K	Buy	+715	New	+$46.6K	﹤0.01%	1618
2020 Q2	–	Sell	-715	Closed	-$38K	–	1391
2020 Q1	$38K	Hold	715	–	–	﹤0.01%	1516
2019 Q4	$55K	Hold	715	–	–	﹤0.01%	1441
2019 Q3	$51K	Hold	715	–	–	﹤0.01%	1350
2019 Q2	$51K	Buy	+715	New	+$49.8K	﹤0.01%	1348
2016 Q3	$7K	Buy	+135	New	+$7.08K	﹤0.01%	1401

Other funds holding CZA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisory Services Network's CZA Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco Zacks Mid-Cap ETF (CZA) in Q1 2026: 8 shares worth $924. The stake represents ﹤0.01% of the portfolio and ranks #4329 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CZA as recently as Q3 2025.

Advisory Services Network first reported a position in CZA in Q3 2016 and has held it in 13 quarters since. The position peaked at $64K in Q2 2021. 63 funds tracked by Wall St. Rank hold CZA as of Q1 2026.

Advisory Services Network held 8 shares of Invesco Zacks Mid-Cap ETF worth $924 as of Q1 2026.
Invesco Zacks Mid-Cap ETF was a new Advisory Services Network position in Q1 2026.
Invesco Zacks Mid-Cap ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4329 holding.
Advisory Services Network first reported a position in Invesco Zacks Mid-Cap ETF in Q3 2016 and has held it in 13 quarters since.
Advisory Services Network's Invesco Zacks Mid-Cap ETF position peaked at $64K in Q2 2021.
63 funds tracked by Wall St. Rank held Invesco Zacks Mid-Cap ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.